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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 | $91,434 | $81,262+12.5% | $155,602-41.2% | $80,911+13.0% |
| Participation rate | 90.7% | 66.2%+24.5pp | 78.2%+12.5pp | 67.6%+23.0pp |
| Annual return | 18.28% | 33.34%-15.1pp | 64.81%-46.5pp | 35.63%-17.4pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,508 | $3,451-27.3% | $5,629-55.5% | $4,297-41.6% |
| Admin fee / account holder | $1,621 | $7,992-79.7% | $15,923-89.8% | $6,935-76.6% |