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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 | $51,969 | $77,523-33.0% | $100,383-48.2% | $80,874-35.7% |
| Participation rate | 71.4% | 77.0%-5.5pp | 81.5%-10.1pp | 67.6%+3.8pp |
| Annual return | 26.32% | 37.21%-10.9pp | 49.26%-22.9pp | 35.62%-9.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $23,023 | $6,822+237.5% | $8,086+184.7% | $4,297+435.8% |
| Admin fee / account holder | $11,025 | $5,899+86.9% | $7,900+39.6% | $6,935+59.0% |