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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 | $60,520 | $95,453-36.6% | $112,040-46.0% | $82,448-26.6% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.5%+6.8pp | 68.1%+15.3pp |
| Annual return | 15.50% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $17,689 | $4,224+318.8% | $5,098+247.0% | $4,139+327.3% |
| Admin fee / account holder | $10,254 | $9,013+13.8% | $12,098-15.2% | $7,234+41.7% |