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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 | $146,267-65.9% | $197,124-74.7% | $82,448-39.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 86.7%+2.2pp | 68.1%+20.8pp |
| Annual return | 18.94% | 29.61%-10.7pp | 44.34%-25.4pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,000 | $7,035+99.0% | $9,135+53.3% | $4,139+238.2% |
| Admin fee / account holder | $2,338 | $14,422-83.8% | $16,298-85.7% | $7,234-67.7% |