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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 | $90,424 | $75,541+19.7% | $152,093-40.5% | $82,637+9.4% |
| Participation rate | 96.3% | 66.5%+29.8pp | 77.8%+18.5pp | 68.1%+28.2pp |
| Annual return | 24.07% | 32.56%-8.5pp | 66.36%-42.3pp | 53.51%-29.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,061 | $3,206+182.7% | $5,451+66.2% | $4,126+119.6% |
| Admin fee / account holder | $2,020 | $6,405-68.5% | $14,497-86.1% | $7,339-72.5% |