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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 | $51,474 | $135,905-62.1% | $126,068-59.2% | $198,609-74.1% |
| Participation rate | 72.7% | 85.6%-12.9pp | 84.7%-12.0pp | 82.4%-9.7pp |
| Annual return | 18.63% | 14.07%+4.6pp | 15.01%+3.6pp | 202.70%-184.1pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,915 | $8,523+39.8% | $8,214+45.1% | $6,977+70.8% |
| Admin fee / account holder | $2,669 | $21,036-87.3% | $18,264-85.4% | $19,030-86.0% |