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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 | $70,191 | $106,524-34.1% | $152,301-53.9% | $87,485-19.8% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.4%+6.4pp | 68.9%+20.0pp |
| Annual return | 21.35% | 26.89%-5.5pp | 80.50%-59.2pp | 26.06%-4.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $18,157 | $6,525+178.3% | $8,004+126.8% | $4,274+324.9% |
| Admin fee / account holder | $3,045 | $8,287-63.3% | $14,398-78.9% | $7,775-60.8% |