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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 | $54,237 | $106,864-49.2% | $147,318-63.2% | $82,637-34.4% |
| Participation rate | 86.0% | 75.5%+10.5pp | 82.1%+3.9pp | 68.1%+17.9pp |
| Annual return | 14.80% | 27.49%-12.7pp | 70.43%-55.6pp | 53.51%-38.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,591 | $6,496+63.0% | $7,906+34.0% | $4,126+156.7% |
| Admin fee / account holder | $10,586 | $8,415+25.8% | $13,708-22.8% | $7,339+44.2% |