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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 | $59,045 | $67,411-12.4% | $91,004-35.1% | $70,126-15.8% |
| Participation rate | 88.0% | 71.4%+16.6pp | 75.6%+12.4pp | 69.5%+18.5pp |
| Annual return | 18.46% | -40.16%+58.6pp | 4.60%+13.9pp | 73.15%-54.7pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,600 | $2,823-43.3% | $3,548-54.9% | $3,332-52.0% |
| Admin fee / account holder | $407 | $4,236-90.4% | $5,417-92.5% | $4,645-91.2% |