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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 | $49,821 | $106,524-53.2% | $152,301-67.3% | $87,485-43.1% |
| Participation rate | 84.2% | 75.8%+8.5pp | 82.4%+1.8pp | 68.9%+15.3pp |
| Annual return | 31.25% | 26.89%+4.4pp | 80.50%-49.2pp | 26.06%+5.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,496 | $6,525+106.8% | $8,004+68.6% | $4,274+215.8% |
| Admin fee / account holder | $4,243 | $8,287-48.8% | $14,398-70.5% | $7,775-45.4% |