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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 | $47,256 | $37,156+27.2% | $83,854-43.6% | $86,983-45.7% |
| Participation rate | 87.9% | 49.1%+38.8pp | 59.1%+28.8pp | 69.5%+18.3pp |
| Annual return | 17.68% | 29.88%-12.2pp | 31.39%-13.7pp | 25.83%-8.1pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,644 | $1,418+791.8% | $2,035+521.3% | $4,194+201.5% |
| Admin fee / account holder | $6,398 | $2,510+154.9% | $3,197+100.2% | $7,856-18.6% |