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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 | $45,075 | $76,407-41.0% | $150,298-70.0% | $82,448-45.3% |
| Participation rate | 84.0% | 66.4%+17.6pp | 77.8%+6.2pp | 68.1%+15.9pp |
| Annual return | 23.61% | 39.99%-16.4pp | 62.79%-39.2pp | 41.64%-18.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,080 | $3,214+306.9% | $5,453+139.9% | $4,139+216.0% |
| Admin fee / account holder | $7,805 | $6,352+22.9% | $14,116-44.7% | $7,234+7.9% |