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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 | $66,010 | $54,541+21.0% | $78,778-16.2% | $70,126-5.9% |
| Participation rate | 82.5% | 60.8%+21.7pp | 69.2%+13.3pp | 69.5%+13.0pp |
| Annual return | 16.92% | 21.07%-4.2pp | 35.62%-18.7pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,262 | $2,210+92.9% | $2,958+44.1% | $3,332+27.9% |
| Admin fee / account holder | $8,468 | $3,709+128.3% | $5,134+64.9% | $4,645+82.3% |