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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 | $63,774 | $106,864-40.3% | $147,318-56.7% | $82,637-22.8% |
| Participation rate | 80.0% | 75.5%+4.5pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 15.89% | 27.49%-11.6pp | 70.43%-54.5pp | 53.51%-37.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,895 | $6,496-55.4% | $7,906-63.4% | $4,126-29.8% |
| Admin fee / account holder | $13,543 | $8,415+60.9% | $13,708-1.2% | $7,339+84.5% |