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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 | $34,246 | $106,524-67.9% | $152,301-77.5% | $87,485-60.9% |
| Participation rate | 74.3% | 75.8%-1.5pp | 82.4%-8.2pp | 68.9%+5.4pp |
| Annual return | 20.66% | 26.89%-6.2pp | 80.50%-59.8pp | 26.06%-5.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,875 | $6,525+82.0% | $8,004+48.4% | $4,274+177.9% |
| Admin fee / account holder | $16,634 | $8,287+100.7% | $14,398+15.5% | $7,775+113.9% |