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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 | $55,506 | $99,875-44.4% | $146,866-62.2% | $86,983-36.2% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.5%+6.8pp | 69.5%+19.7pp |
| Annual return | 21.04% | 28.10%-7.1pp | 102.85%-81.8pp | 25.83%-4.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,308 | $6,322+78.9% | $7,759+45.7% | $4,194+169.6% |
| Admin fee / account holder | $3,267 | $7,838-58.3% | $13,620-76.0% | $7,856-58.4% |