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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 | $97,550-38.0% | $120,344-49.7% | $87,485-30.8% |
| Participation rate | 83.3% | 72.8%+10.5pp | 76.7%+6.6pp | 68.9%+14.4pp |
| Annual return | 15.50% | 18.41%-2.9pp | 20.30%-4.8pp | 26.06%-10.6pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $17,689 | $4,230+318.2% | $5,135+244.5% | $4,274+313.9% |
| Admin fee / account holder | $10,254 | $9,543+7.5% | $12,742-19.5% | $7,775+31.9% |