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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 | $77,358-15.2% | $102,184-35.8% | $87,485-25.0% |
| Participation rate | 78.4% | 78.7%-0.3pp | 82.6%-4.2pp | 68.9%+9.4pp |
| Annual return | 24.48% | 41.11%-16.6pp | 31.58%-7.1pp | 26.06%-1.6pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,840 | $6,753+75.3% | $8,309+42.5% | $4,274+177.0% |
| Admin fee / account holder | $930 | $6,809-86.3% | $11,609-92.0% | $7,775-88.0% |