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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 | $106,524-51.2% | $152,301-65.9% | $87,485-40.6% |
| Participation rate | 76.9% | 75.8%+1.2pp | 82.4%-5.5pp | 68.9%+8.0pp |
| Annual return | 16.08% | 26.89%-10.8pp | 80.50%-64.4pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,532 | $6,525+30.8% | $8,004+6.6% | $4,274+99.6% |
| Admin fee / account holder | $14,403 | $8,287+73.8% | $14,3980% | $7,775+85.3% |