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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 | $84,458-30.2% | $102,184-42.3% | $64,340-8.4% |
| Participation rate | 84.6% | 74.2%+10.4pp | 82.6%+2.0pp | 55.2%+29.4pp |
| Annual return | 23.31% | 45.73%-22.4pp | 31.58%-8.3pp | 24.14%-0.8pp |
| Employer contribution / active EE | $0 | $2,412-100.0% | $3,594-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $11,256 | $6,208+81.3% | $8,309+35.5% | $2,980+277.7% |
| Admin fee / account holder | $6,798 | $2,926+132.4% | $11,609-41.4% | $3,703+83.6% |