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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 | $52,422 | $97,289-46.1% | $92,805-43.5% | $155,188-66.2% |
| Participation rate | 85.7% | 84.2%+1.5pp | 83.5%+2.2pp | 80.8%+4.9pp |
| Annual return | 17.79% | 29.03%-11.2pp | 31.59%-13.8pp | 148.84%-131.0pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,969 | $8,795+58.8% | $8,448+65.4% | $6,531+113.9% |
| Admin fee / account holder | $10,648 | $12,015-11.4% | $10,911-2.4% | $14,480-26.5% |