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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 | $57,010 | $76,407-25.4% | $150,298-62.1% | $82,448-30.9% |
| Participation rate | 93.5% | 66.4%+27.2pp | 77.8%+15.8pp | 68.1%+25.5pp |
| Annual return | 16.08% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,196 | $3,214+30.5% | $5,453-23.1% | $4,139+1.4% |
| Admin fee / account holder | $330 | $6,352-94.8% | $14,116-97.7% | $7,234-95.4% |