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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 | $58,946 | $82,879-28.9% | $96,576-39.0% | $67,986-13.3% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.4%+3.2pp | 57.2%+27.4pp |
| Annual return | 23.31% | 36.90%-13.6pp | 38.47%-15.2pp | 31.67%-8.4pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $11,256 | $6,976+61.4% | $7,956+41.5% | $3,358+235.2% |
| Admin fee / account holder | $6,798 | $2,783+144.3% | $11,381-40.3% | $3,203+112.2% |