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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 | $37,461 | $136,860-72.6% | $120,344-68.9% | $154,746-75.8% |
| Participation rate | 84.2% | 79.9%+4.3pp | 76.7%+7.5pp | 80.7%+3.5pp |
| Annual return | 14.58% | 21.38%-6.8pp | 20.30%-5.7pp | 172.34%-157.8pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,898 | $5,793+36.3% | $5,135+53.8% | $6,730+17.3% |
| Admin fee / account holder | $9,449 | $15,393-38.6% | $12,742-25.8% | $14,365-34.2% |