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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 | $46,851 | $107,666-56.5% | $102,184-54.2% | $154,746-69.7% |
| Participation rate | 92.9% | 83.7%+9.1pp | 82.6%+10.3pp | 80.7%+12.2pp |
| Annual return | 18.32% | 29.33%-11.0pp | 31.58%-13.3pp | 172.34%-154.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,068 | $8,719-7.5% | $8,309-2.9% | $6,730+19.9% |
| Admin fee / account holder | $5,852 | $12,943-54.8% | $11,609-49.6% | $14,365-59.3% |