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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 | $54,518 | $81,358-33.0% | $155,556-65.0% | $80,959-32.7% |
| Participation rate | 81.8% | 66.3%+15.6pp | 78.2%+3.6pp | 67.7%+14.2pp |
| Annual return | 17.60% | 33.39%-15.8pp | 64.84%-47.2pp | 35.67%-18.1pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,505 | $3,455+175.1% | $5,631+68.8% | $4,300+121.0% |
| Admin fee / account holder | $4,521 | $7,994-43.4% | $15,885-71.5% | $6,925-34.7% |