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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 | $30,207 | $106,524-71.6% | $152,301-80.2% | $87,485-65.5% |
| Participation rate | 79.3% | 75.8%+3.6pp | 82.4%-3.1pp | 68.9%+10.4pp |
| Annual return | 16.88% | 26.89%-10.0pp | 80.50%-63.6pp | 26.06%-9.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,562 | $6,525+46.5% | $8,004+19.5% | $4,274+123.7% |
| Admin fee / account holder | $9,684 | $8,287+16.9% | $14,398-32.7% | $7,775+24.6% |