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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 | $77,016 | $52,678+46.2% | $75,782+1.6% | $59,632+29.2% |
| Participation rate | 81.3% | 67.2%+14.1pp | 75.8%+5.5pp | 68.7%+12.7pp |
| Annual return | 1.76% | 2.95%-1.2pp | 9.68%-7.9pp | 2041.32%-2039.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,992 | $2,591+92.7% | $3,652+36.7% | $3,192+56.4% |
| Admin fee / account holder | $5,871 | $3,610+62.6% | $5,300+10.8% | $4,297+36.6% |