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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 | $123,496 | $117,444+5.2% | $99,479+24.1% | $152,909-19.2% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.5%-7.5pp |
| Annual return | 18.85% | 31.87%-13.0pp | 30.72%-11.9pp | 345.46%-326.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,250 | $4,086-69.4% | $3,619-65.5% | $5,851-78.6% |
| Admin fee / account holder | $23,709 | $7,635+210.5% | $6,253+279.2% | $11,601+104.4% |