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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 | $42,717 | $58,057-26.4% | $97,032-56.0% | $86,983-50.9% |
| Participation rate | 88.0% | 60.4%+27.6pp | 71.6%+16.4pp | 69.5%+18.5pp |
| Annual return | 20.83% | 22.26%-1.4pp | 35.38%-14.6pp | 25.83%-5.0pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,985 | $3,244+115.3% | $4,672+49.5% | $4,194+66.6% |
| Admin fee / account holder | $12,212 | $4,839+152.4% | $9,418+29.7% | $7,856+55.5% |