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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 | $52,357 | $106,864-51.0% | $147,318-64.5% | $82,637-36.6% |
| Participation rate | 89.9% | 75.5%+14.4pp | 82.1%+7.8pp | 68.1%+21.8pp |
| Annual return | 19.95% | 27.49%-7.5pp | 70.43%-50.5pp | 53.51%-33.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,139 | $6,496+25.3% | $7,906+2.9% | $4,126+97.3% |
| Admin fee / account holder | $467 | $8,415-94.5% | $13,708-96.6% | $7,339-93.6% |