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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 | $61,277 | $106,864-42.7% | $147,318-58.4% | $82,637-25.8% |
| Participation rate | 84.6% | 75.5%+9.1pp | 82.1%+2.6pp | 68.1%+16.6pp |
| Annual return | 17.60% | 27.49%-9.9pp | 70.43%-52.8pp | 53.51%-35.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,126 | $6,496+9.7% | $7,906-9.9% | $4,126+72.7% |
| Admin fee / account holder | $2,216 | $8,415-73.7% | $13,708-83.8% | $7,339-69.8% |