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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 | $47,181 | $106,864-55.8% | $147,318-68.0% | $82,637-42.9% |
| Participation rate | 88.2% | 75.5%+12.7pp | 82.1%+6.2pp | 68.1%+20.2pp |
| Annual return | 21.27% | 27.49%-6.2pp | 70.43%-49.2pp | 53.51%-32.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $17,489 | $6,496+169.2% | $7,906+121.2% | $4,126+323.9% |
| Admin fee / account holder | $5,315 | $8,415-36.8% | $13,708-61.2% | $7,339-27.6% |