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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,613 | $83,061-21.0% | $126,068-48.0% | $94,015-30.2% |
| Participation rate | 78.4% | 81.2%-2.8pp | 84.7%-6.3pp | 70.8%+7.6pp |
| Annual return | 24.48% | 20.41%+4.1pp | 15.01%+9.5pp | 17.84%+6.6pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $11,840 | $7,042+68.1% | $8,214+44.1% | $4,249+178.6% |
| Admin fee / account holder | $930 | $7,208-87.1% | $18,264-94.9% | $8,951-89.6% |