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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 | $45,567 | $78,197-41.7% | $98,090-53.5% | $82,637-44.9% |
| Participation rate | 73.6% | 77.5%-3.8pp | 81.5%-7.9pp | 68.1%+5.6pp |
| Annual return | 41.27% | 40.25%+1.0pp | 37.05%+4.2pp | 53.51%-12.2pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,424 | $6,636+42.0% | $7,845+20.1% | $4,126+128.4% |
| Admin fee / account holder | $3,592 | $14,832-75.8% | $11,815-69.6% | $7,339-51.1% |