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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 | $49,254 | $83,061-40.7% | $126,068-60.9% | $94,015-47.6% |
| Participation rate | 90.0% | 81.2%+8.8pp | 84.7%+5.3pp | 70.8%+19.2pp |
| Annual return | 18.04% | 20.41%-2.4pp | 15.01%+3.0pp | 17.84%+0.2pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $11,623 | $7,042+65.0% | $8,214+41.5% | $4,249+173.5% |
| Admin fee / account holder | $2,960 | $7,208-58.9% | $18,264-83.8% | $8,951-66.9% |