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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 | $92,458 | $56,054+64.9% | $171,082-46.0% | $62,881+47.0% |
| Participation rate | 75.9% | 62.9%+13.0pp | 76.7%-0.8pp | 69.3%+6.6pp |
| Annual return | 8.67% | 22.52%-13.8pp | 32.56%-23.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,023 | $3,158+122.4% | $4,797+46.4% | $3,203+119.3% |
| Admin fee / account holder | $570 | $3,647-84.4% | $8,520-93.3% | $4,296-86.7% |