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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 | $73,463 | $54,763+34.1% | $90,324-18.7% | $72,976+0.7% |
| Participation rate | 70.0% | 65.2%+4.8pp | 73.3%-3.3pp | 69.5%+0.5pp |
| Annual return | 25.40% | 30.63%-5.2pp | 78.15%-52.7pp | 81.02%-55.6pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,531 | $2,887+91.6% | $3,885+42.3% | $3,608+53.3% |
| Admin fee / account holder | $3,812 | $3,973-4.1% | $5,356-28.8% | $5,124-25.6% |