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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 | $68,542 | $106,524-35.7% | $152,301-55.0% | $87,485-21.7% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.4%+5.6pp | 68.9%+19.2pp |
| Annual return | 18.80% | 26.89%-8.1pp | 80.50%-61.7pp | 26.06%-7.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,440 | $6,525+44.7% | $8,004+17.9% | $4,274+120.9% |
| Admin fee / account holder | $3,584 | $8,287-56.8% | $14,398-75.1% | $7,775-53.9% |