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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 | $69,875 | $106,864-34.6% | $147,318-52.6% | $82,637-15.4% |
| Participation rate | 72.1% | 75.5%-3.4pp | 82.1%-9.9pp | 68.1%+4.1pp |
| Annual return | 23.50% | 27.49%-4.0pp | 70.43%-46.9pp | 53.51%-30.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,872 | $6,496+67.4% | $7,906+37.5% | $4,126+163.5% |
| Admin fee / account holder | $16,748 | $8,415+99.0% | $13,708+22.2% | $7,339+128.2% |