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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 | $53,198 | $90,486-41.2% | $78,676-32.4% | $273,972-80.6% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 7.77% | 75.62%-67.9pp | 62.19%-54.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,280 | $3,901+163.5% | $3,517+192.3% | $5,287+94.4% |
| Admin fee / account holder | $656 | $5,263-87.5% | $4,510-85.5% | $10,133-93.5% |