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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 | $106,524-40.7% | $152,301-58.5% | $87,485-27.8% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.4%+9.6pp | 68.9%+23.1pp |
| Annual return | 27.91% | 26.89%+1.0pp | 80.50%-52.6pp | 26.06%+1.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $19,146 | $6,525+193.4% | $8,004+139.2% | $4,274+348.0% |
| Admin fee / account holder | $11,149 | $8,287+34.5% | $14,398-22.6% | $7,775+43.4% |