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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 | $95,404-36.6% | $113,397-46.6% | $82,637-26.8% |
| Participation rate | 83.3% | 72.8%+10.5pp | 76.5%+6.8pp | 68.1%+15.3pp |
| Annual return | 15.50% | 19.08%-3.6pp | 23.20%-7.7pp | 53.51%-38.0pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $17,689 | $4,220+319.2% | $5,076+248.5% | $4,126+328.7% |
| Admin fee / account holder | $10,254 | $9,168+11.8% | $11,957-14.2% | $7,339+39.7% |