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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 | $46,547 | $121,671-61.7% | $211,142-78.0% | $64,340-27.7% |
| Participation rate | 93.2% | 76.5%+16.7pp | 87.3%+5.9pp | 55.2%+38.0pp |
| Annual return | 29.07% | 21.43%+7.6pp | 46.84%-17.8pp | 24.14%+4.9pp |
| Employer contribution / active EE | $0 | $4,066-100.0% | $6,442-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $8,328 | $6,049+37.7% | $9,284-10.3% | $2,980+179.4% |
| Admin fee / account holder | $4,324 | $4,774-9.4% | $19,076-77.3% | $3,703+16.8% |