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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 | $63,129 | $106,749-40.9% | $145,433-56.6% | $82,448-23.4% |
| Participation rate | 92.0% | 75.6%+16.4pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 27.91% | 27.59%+0.3pp | 66.58%-38.7pp | 41.64%-13.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $19,146 | $6,519+193.7% | $7,897+142.4% | $4,139+362.5% |
| Admin fee / account holder | $11,149 | $8,390+32.9% | $13,129-15.1% | $7,234+54.1% |