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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 | $106,864-51.4% | $147,318-64.7% | $82,637-37.1% |
| Participation rate | 76.9% | 75.5%+1.4pp | 82.1%-5.1pp | 68.1%+8.9pp |
| Annual return | 16.08% | 27.49%-11.4pp | 70.43%-54.4pp | 53.51%-37.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,532 | $6,496+31.4% | $7,906+7.9% | $4,126+106.8% |
| Admin fee / account holder | $14,403 | $8,415+71.2% | $13,708+5.1% | $7,339+96.3% |