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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 | $51,951 | $45,050+15.3% | $63,018-17.6% | $70,126-25.9% |
| Participation rate | 89.7% | 69.5%+20.1pp | 74.8%+14.9pp | 69.5%+20.1pp |
| Annual return | 12.36% | 18.76%-6.4pp | 87.62%-75.3pp | 73.15%-60.8pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,205 | $2,466+30.0% | $3,330-3.8% | $3,332-3.8% |
| Admin fee / account holder | $1,442 | $2,834-49.1% | $3,601-59.9% | $4,645-69.0% |