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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 | $68,425 | $48,337+41.6% | $67,560+1.3% | $80,959-15.5% |
| Participation rate | 77.9% | 66.4%+11.5pp | 72.9%+5.0pp | 67.7%+10.3pp |
| Annual return | 14.22% | 18.26%-4.0pp | 3533.50%-3519.3pp | 35.67%-21.4pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,653 | $2,928+24.7% | $4,004-8.8% | $4,300-15.1% |
| Admin fee / account holder | $8,752 | $3,695+136.8% | $3,994+119.1% | $6,925+26.4% |