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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 | $50,939 | $71,353-28.6% | $92,805-45.1% | $86,983-41.4% |
| Participation rate | 82.3% | 80.9%+1.4pp | 83.5%-1.3pp | 69.5%+12.7pp |
| Annual return | 28.60% | 44.68%-16.1pp | 31.59%-3.0pp | 25.83%+2.8pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,121 | $6,966+74.0% | $8,448+43.5% | $4,194+189.0% |
| Admin fee / account holder | $4,312 | $6,099-29.3% | $10,911-60.5% | $7,856-45.1% |