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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 | $65,125 | $106,749-39.0% | $145,433-55.2% | $82,448-21.0% |
| Participation rate | 88.0% | 75.6%+12.4pp | 82.1%+5.9pp | 68.1%+19.9pp |
| Annual return | 16.01% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,531 | $6,519+0.2% | $7,897-17.3% | $4,139+57.8% |
| Admin fee / account holder | $19,674 | $8,390+134.5% | $13,129+49.9% | $7,234+172.0% |