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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 | $49,877 | $145,431-65.7% | $211,142-76.4% | $87,485-43.0% |
| Participation rate | 88.9% | 84.7%+4.1pp | 87.3%+1.6pp | 68.9%+20.0pp |
| Annual return | 18.94% | 27.21%-8.3pp | 46.84%-27.9pp | 26.06%-7.1pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,000 | $6,859+104.1% | $9,284+50.8% | $4,274+227.6% |
| Admin fee / account holder | $2,338 | $17,052-86.3% | $19,076-87.7% | $7,775-69.9% |