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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 | $75,519 | $123,478-38.8% | $216,567-65.1% | $94,015-19.7% |
| Participation rate | 89.5% | 75.1%+14.4pp | 81.6%+7.8pp | 70.8%+18.7pp |
| Annual return | 16.33% | 23.61%-7.3pp | 12.94%+3.4pp | 17.84%-1.5pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,362 | $4,556-48.2% | $6,191-61.9% | $4,249-44.4% |
| Admin fee / account holder | $4,652 | $12,753-63.5% | $21,981-78.8% | $8,951-48.0% |