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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 | $50,397 | $73,787-31.7% | $98,716-48.9% | $82,448-38.9% |
| Participation rate | 85.0% | 61.4%+23.6pp | 69.3%+15.7pp | 68.1%+16.9pp |
| Annual return | 22.37% | 18.57%+3.8pp | 31.81%-9.4pp | 41.64%-19.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,969 | $3,081+320.9% | $4,048+220.4% | $4,139+213.3% |
| Admin fee / account holder | $5,925 | $6,500-8.8% | $8,703-31.9% | $7,234-18.1% |