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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 | $63,675 | $53,832+18.3% | $75,702-15.9% | $85,854-25.8% |
| Participation rate | 93.8% | 69.1%+24.8pp | 74.8%+19.0pp | 69.3%+24.5pp |
| Annual return | 14.75% | 24.55%-9.8pp | 104.56%-89.8pp | 318.56%-303.8pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,815 | $2,896+31.7% | $3,822-0.2% | $3,952-3.5% |
| Admin fee / account holder | $2,797 | $3,341-16.3% | $3,619-22.7% | $6,260-55.3% |