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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 | $65,142 | $101,798-36.0% | $165,071-60.5% | $80,935-19.5% |
| Participation rate | 77.2% | 71.8%+5.4pp | 78.6%-1.4pp | 67.7%+9.6pp |
| Annual return | 12.71% | 16.73%-4.0pp | 70.17%-57.5pp | 35.66%-23.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,548 | $4,476-43.1% | $6,035-57.8% | $4,299-40.7% |
| Admin fee / account holder | $11,436 | $8,221+39.1% | $12,695-9.9% | $6,924+65.2% |