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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 | $84,375 | $84,236+0.2% | $170,435-50.5% | $70,126+20.3% |
| Participation rate | 71.4% | 70.8%+0.6pp | 83.6%-12.2pp | 69.5%+1.9pp |
| Annual return | 15.69% | 23.06%-7.4pp | 205.94%-190.2pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,096 | $3,086+0.3% | $4,939-37.3% | $3,332-7.1% |
| Admin fee / account holder | $4,661 | $5,698-18.2% | $13,881-66.4% | $4,645+0.3% |