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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 | $50,467 | $146,267-65.5% | $197,124-74.4% | $82,448-38.8% |
| Participation rate | 87.9% | 84.0%+3.9pp | 86.7%+1.2pp | 68.1%+19.8pp |
| Annual return | 36.33% | 29.61%+6.7pp | 44.34%-8.0pp | 41.64%-5.3pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,867 | $7,035+82.9% | $9,135+40.9% | $4,139+210.9% |
| Admin fee / account holder | $5,342 | $14,422-63.0% | $16,298-67.2% | $7,234-26.2% |