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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 | $56,181 | $143,969-61.0% | $199,883-71.9% | $82,637-32.0% |
| Participation rate | 90.3% | 84.1%+6.2pp | 86.8%+3.6pp | 68.1%+22.3pp |
| Annual return | 19.37% | 25.67%-6.3pp | 43.81%-24.4pp | 53.51%-34.1pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,140 | $6,937+31.8% | $9,1380% | $4,126+121.5% |
| Admin fee / account holder | $1,558 | $14,597-89.3% | $17,268-91.0% | $7,339-78.8% |