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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 | $126,661-70.4% | $113,397-67.0% | $138,895-73.0% |
| Participation rate | 84.2% | 79.4%+4.8pp | 76.5%+7.7pp | 79.9%+4.3pp |
| Annual return | 14.58% | 25.05%-10.5pp | 23.20%-8.6pp | 145.39%-130.8pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,898 | $5,693+38.7% | $5,076+55.6% | $6,396+23.5% |
| Admin fee / account holder | $9,449 | $14,549-35.1% | $11,957-21.0% | $12,562-24.8% |