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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 | $69,901 | $57,352+21.9% | $83,831-16.6% | $64,173+8.9% |
| Participation rate | 74.4% | 68.6%+5.8pp | 76.1%-1.7pp | 69.6%+4.8pp |
| Annual return | 12.98% | 11.38%+1.6pp | 850.99%-838.0pp | 7.63%+5.3pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,702 | $2,993+90.5% | $4,082+39.7% | $3,470+64.3% |
| Admin fee / account holder | $1,510 | $4,046-62.7% | $5,479-72.4% | $4,887-69.1% |