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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 | $78,690-29.9% | $161,489-65.8% | $87,485-37.0% |
| Participation rate | 86.0% | 67.5%+18.6pp | 78.7%+7.4pp | 68.9%+17.1pp |
| Annual return | 19.83% | 32.74%-12.9pp | 89.72%-69.9pp | 26.06%-6.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,675 | $3,311+192.2% | $5,630+71.9% | $4,274+126.4% |
| Admin fee / account holder | $9,311 | $6,724+38.5% | $16,006-41.8% | $7,775+19.8% |