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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 | $60,338 | $93,589-35.5% | $135,942-55.6% | $75,181-19.7% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.3pp | 67.2%+11.4pp |
| Annual return | 17.93% | 30.90%-13.0pp | 68.28%-50.3pp | 160.69%-142.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,558 | $6,405+49.2% | $7,759+23.2% | $4,126+131.7% |
| Admin fee / account holder | $564 | $6,977-91.9% | $10,764-94.8% | $5,650-90.0% |