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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 | $47,978 | $106,524-55.0% | $152,301-68.5% | $87,485-45.2% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.4%+5.6pp | 68.9%+19.1pp |
| Annual return | 28.19% | 26.89%+1.3pp | 80.50%-52.3pp | 26.06%+2.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,176 | $6,525+101.9% | $8,004+64.6% | $4,274+208.3% |
| Admin fee / account holder | $8,417 | $8,287+1.6% | $14,398-41.5% | $7,775+8.3% |