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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 | $99,875-31.4% | $146,866-53.3% | $86,983-21.2% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.5%+5.6pp | 69.5%+18.6pp |
| Annual return | 18.80% | 28.10%-9.3pp | 102.85%-84.1pp | 25.83%-7.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,440 | $6,322+49.3% | $7,759+21.7% | $4,194+125.1% |
| Admin fee / account holder | $3,584 | $7,838-54.3% | $13,620-73.7% | $7,856-54.4% |