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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 | $87,841 | $106,524-17.5% | $152,301-42.3% | $87,485+0.4% |
| Participation rate | 86.8% | 75.8%+11.1pp | 82.4%+4.4pp | 68.9%+17.9pp |
| Annual return | 21.48% | 26.89%-5.4pp | 80.50%-59.0pp | 26.06%-4.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $15,610 | $6,525+139.2% | $8,004+95.0% | $4,274+265.3% |
| Admin fee / account holder | $1,811 | $8,287-78.1% | $14,398-87.4% | $7,775-76.7% |