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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 | $51,973 | $107,421-51.6% | $182,262-71.5% | $94,015-44.7% |
| Participation rate | 76.9% | 77.8%-0.9pp | 84.2%-7.3pp | 70.8%+6.1pp |
| Annual return | 16.08% | 21.32%-5.2pp | 140.60%-124.5pp | 17.84%-1.8pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $8,532 | $6,558+30.1% | $8,276+3.1% | $4,249+100.8% |
| Admin fee / account holder | $14,403 | $8,692+65.7% | $16,712-13.8% | $8,951+60.9% |