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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 | $55,153 | $76,407-27.8% | $150,298-63.3% | $82,448-33.1% |
| Participation rate | 86.0% | 66.4%+19.6pp | 77.8%+8.3pp | 68.1%+18.0pp |
| Annual return | 19.83% | 39.99%-20.2pp | 62.79%-43.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,675 | $3,214+201.0% | $5,453+77.4% | $4,139+133.7% |
| Admin fee / account holder | $9,311 | $6,352+46.6% | $14,116-34.0% | $7,234+28.7% |