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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 | $87,094 | $106,524-18.2% | $152,301-42.8% | $87,485-0.4% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.4%-2.4pp | 68.9%+11.1pp |
| Annual return | 18.15% | 26.89%-8.7pp | 80.50%-62.4pp | 26.06%-7.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,141 | $6,525+24.8% | $8,004+1.7% | $4,274+90.5% |
| Admin fee / account holder | $42,163 | $8,287+408.8% | $14,398+192.8% | $7,775+442.3% |