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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 | $77,460-32.9% | $100,378-48.2% | $80,925-35.8% |
| Participation rate | 71.4% | 76.9%-5.5pp | 81.5%-10.1pp | 67.7%+3.8pp |
| Annual return | 26.32% | 37.24%-10.9pp | 49.41%-23.1pp | 35.65%-9.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $23,023 | $6,818+237.7% | $8,087+184.7% | $4,299+435.6% |
| Admin fee / account holder | $11,025 | $5,887+87.3% | $7,899+39.6% | $6,940+58.9% |