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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 | $54,709 | $107,666-49.2% | $102,184-46.5% | $154,746-64.6% |
| Participation rate | 87.5% | 83.7%+3.8pp | 82.6%+4.9pp | 80.7%+6.8pp |
| Annual return | 19.36% | 29.33%-10.0pp | 31.58%-12.2pp | 172.34%-153.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,782 | $8,719-45.2% | $8,309-42.4% | $6,730-28.9% |
| Admin fee / account holder | $404 | $12,943-96.9% | $11,609-96.5% | $14,365-97.2% |