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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 | $142,972-65.1% | $214,702-76.8% | $86,983-42.7% |
| Participation rate | 88.9% | 84.9%+4.0pp | 87.5%+1.4pp | 69.5%+19.3pp |
| Annual return | 18.94% | 18.49%+0.4pp | 54.55%-35.6pp | 25.83%-6.9pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $14,000 | $6,568+113.2% | $9,147+53.1% | $4,194+233.8% |
| Admin fee / account holder | $2,338 | $17,617-86.7% | $19,830-88.2% | $7,856-70.2% |