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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 | $108,825-30.6% | $156,181-51.6% | $82,448-8.4% |
| Participation rate | 89.5% | 72.4%+17.1pp | 78.8%+10.6pp | 68.1%+21.4pp |
| Annual return | 16.33% | 20.59%-4.3pp | 64.87%-48.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,362 | $4,577-48.4% | $6,132-61.5% | $4,139-42.9% |
| Admin fee / account holder | $4,652 | $9,341-50.2% | $14,586-68.1% | $7,234-35.7% |