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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 | $44,957 | $106,864-57.9% | $147,318-69.5% | $82,637-45.6% |
| Participation rate | 92.6% | 75.5%+17.1pp | 82.1%+10.5pp | 68.1%+24.5pp |
| Annual return | 16.48% | 27.49%-11.0pp | 70.43%-54.0pp | 53.51%-37.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,073 | $6,496+24.3% | $7,906+2.1% | $4,126+95.6% |
| Admin fee / account holder | $4,397 | $8,415-47.8% | $13,708-67.9% | $7,339-40.1% |