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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 | $64,479 | $46,596+38.4% | $64,085+0.6% | $75,173-14.2% |
| Participation rate | 77.6% | 65.9%+11.7pp | 72.3%+5.3pp | 67.2%+10.4pp |
| Annual return | 19.44% | 26.04%-6.6pp | 33.69%-14.2pp | 160.65%-141.2pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,401 | $2,839+19.8% | $3,881-12.4% | $4,126-17.6% |
| Admin fee / account holder | $2,574 | $2,954-12.9% | $3,069-16.1% | $5,651-54.5% |