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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 | $43,051 | $143,969-70.1% | $199,883-78.5% | $82,637-47.9% |
| Participation rate | 92.4% | 84.1%+8.3pp | 86.8%+5.7pp | 68.1%+24.4pp |
| Annual return | 19.22% | 25.67%-6.5pp | 43.81%-24.6pp | 53.51%-34.3pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,375 | $6,937+35.1% | $9,138+2.6% | $4,126+127.2% |
| Admin fee / account holder | $4,463 | $14,597-69.4% | $17,268-74.2% | $7,339-39.2% |