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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 | $55,804 | $106,749-47.7% | $145,433-61.6% | $82,448-32.3% |
| Participation rate | 81.3% | 75.6%+5.6pp | 82.1%-0.9pp | 68.1%+13.2pp |
| Annual return | 14.25% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,943 | $6,519-39.5% | $7,897-50.1% | $4,139-4.7% |
| Admin fee / account holder | $11,798 | $8,390+40.6% | $13,129-10.1% | $7,234+63.1% |