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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 | $39,226 | $106,524-63.2% | $152,301-74.2% | $87,485-55.2% |
| Participation rate | 78.7% | 75.8%+3.0pp | 82.4%-3.7pp | 68.9%+9.8pp |
| Annual return | 19.26% | 26.89%-7.6pp | 80.50%-61.2pp | 26.06%-6.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,068 | $6,525+39.0% | $8,004+13.3% | $4,274+112.2% |
| Admin fee / account holder | $3,092 | $8,287-62.7% | $14,398-78.5% | $7,775-60.2% |