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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 | $57,795 | $83,061-30.4% | $126,068-54.2% | $94,015-38.5% |
| Participation rate | 91.8% | 81.2%+10.6pp | 84.7%+7.1pp | 70.8%+21.0pp |
| Annual return | 17.45% | 20.41%-3.0pp | 15.01%+2.4pp | 17.84%-0.4pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $11,850 | $7,042+68.3% | $8,214+44.3% | $4,249+178.9% |
| Admin fee / account holder | $4,468 | $7,208-38.0% | $18,264-75.5% | $8,951-50.1% |