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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 | $56,818 | $88,996-36.2% | $78,004-27.2% | $138,895-59.1% |
| Participation rate | 70.0% | 74.4%-4.4pp | 69.4%+0.6pp | 79.9%-9.9pp |
| Annual return | 19.11% | 28.03%-8.9pp | 31.07%-12.0pp | 145.39%-126.3pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,256 | $4,724+180.6% | $4,092+224.0% | $6,396+107.2% |
| Admin fee / account holder | $13,359 | $8,807+51.7% | $7,578+76.3% | $12,562+6.3% |