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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 | $63,833 | $77,472-17.6% | $100,415-36.4% | $80,959-21.2% |
| Participation rate | 89.5% | 76.9%+12.5pp | 81.5%+8.0pp | 67.7%+21.8pp |
| Annual return | 15.85% | 37.26%-21.4pp | 49.47%-33.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,457 | $6,818+97.4% | $8,091+66.3% | $4,300+212.9% |
| Admin fee / account holder | $7,445 | $5,885+26.5% | $7,906-5.8% | $6,925+7.5% |