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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 | $59,956 | $145,431-58.8% | $211,142-71.6% | $87,485-31.5% |
| Participation rate | 95.7% | 84.7%+10.9pp | 87.3%+8.4pp | 68.9%+26.7pp |
| Annual return | 20.04% | 27.21%-7.2pp | 46.84%-26.8pp | 26.06%-6.0pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $17,065 | $6,859+148.8% | $9,284+83.8% | $4,274+299.3% |
| Admin fee / account holder | $6,058 | $17,052-64.5% | $19,076-68.2% | $7,775-22.1% |