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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 | $106,749-43.5% | $145,433-58.5% | $82,448-26.9% |
| Participation rate | 87.2% | 75.6%+11.5pp | 82.1%+5.1pp | 68.1%+19.1pp |
| Annual return | 18.67% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,485 | $6,519+91.5% | $7,897+58.1% | $4,139+201.6% |
| Admin fee / account holder | $2,425 | $8,390-71.1% | $13,129-81.5% | $7,234-66.5% |