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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 | $106,524-47.9% | $152,301-63.6% | $87,485-36.6% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.4%+6.8pp | 68.9%+20.4pp |
| Annual return | 21.04% | 26.89%-5.8pp | 80.50%-59.5pp | 26.06%-5.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,308 | $6,525+73.3% | $8,004+41.3% | $4,274+164.6% |
| Admin fee / account holder | $3,267 | $8,287-60.6% | $14,398-77.3% | $7,775-58.0% |