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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 | $66,910 | $123,793-45.9% | $177,848-62.4% | $79,856-16.2% |
| Participation rate | 76.5% | 84.7%-8.2pp | 87.7%-11.2pp | 69.6%+6.8pp |
| Annual return | 30.80% | 22.82%+8.0pp | 48.33%-17.5pp | 31.71%-0.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,425 | $5,956+91.8% | $7,714+48.1% | $3,741+205.4% |
| Admin fee / account holder | $2,177 | $7,243-69.9% | $12,431-82.5% | $5,306-59.0% |