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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 | $77,472-32.9% | $100,415-48.2% | $80,959-35.8% |
| Participation rate | 71.4% | 76.9%-5.5pp | 81.5%-10.1pp | 67.7%+3.8pp |
| Annual return | 26.32% | 37.26%-10.9pp | 49.47%-23.2pp | 35.67%-9.4pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $23,023 | $6,818+237.7% | $8,091+184.5% | $4,300+435.4% |
| Admin fee / account holder | $11,025 | $5,885+87.3% | $7,906+39.4% | $6,925+59.2% |