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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 | $51,621 | $87,878-41.3% | $97,411-47.0% | $82,637-37.5% |
| Participation rate | 87.5% | 75.6%+11.9pp | 80.4%+7.1pp | 68.1%+19.4pp |
| Annual return | 25.44% | 54.63%-29.2pp | 34.72%-9.3pp | 53.51%-28.1pp |
| Employer contribution / active EE | $0 | $3,800-100.0% | $4,210-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,807 | $5,525+131.8% | $5,886+117.6% | $4,126+210.4% |
| Admin fee / account holder | $8,942 | $6,743+32.6% | $7,145+25.1% | $7,339+21.8% |