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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 | $115,931-34.9% | $185,441-59.3% | $86,983-13.2% |
| Participation rate | 89.5% | 73.6%+15.8pp | 80.3%+9.2pp | 69.5%+19.9pp |
| Annual return | 16.33% | 21.47%-5.1pp | 20.16%-3.8pp | 25.83%-9.5pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,362 | $4,551-48.1% | $6,152-61.6% | $4,194-43.7% |
| Admin fee / account holder | $4,652 | $10,687-56.5% | $17,890-74.0% | $7,856-40.8% |