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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 | $50,180 | $106,524-52.9% | $152,301-67.1% | $87,485-42.6% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.4%+12.6pp | 68.9%+26.2pp |
| Annual return | 25.83% | 26.89%-1.1pp | 80.50%-54.7pp | 26.06%-0.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,067 | $6,525+115.6% | $8,004+75.8% | $4,274+229.2% |
| Admin fee / account holder | $5,394 | $8,287-34.9% | $14,398-62.5% | $7,775-30.6% |