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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 | $60,302 | $99,875-39.6% | $146,866-58.9% | $86,983-30.7% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.5%+4.7pp | 69.5%+17.6pp |
| Annual return | 18.67% | 28.10%-9.4pp | 102.85%-84.2pp | 25.83%-7.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,485 | $6,322+97.5% | $7,759+60.9% | $4,194+197.7% |
| Admin fee / account holder | $2,425 | $7,838-69.1% | $13,620-82.2% | $7,856-69.1% |