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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 | $68,472 | $64,359+6.4% | $90,161-24.1% | $70,126-2.4% |
| Participation rate | 70.2% | 70.4%-0.2pp | 76.9%-6.7pp | 69.5%+0.7pp |
| Annual return | 15.02% | 28.13%-13.1pp | 34.89%-19.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,518 | $4,389-42.6% | $5,287-52.4% | $3,332-24.4% |
| Admin fee / account holder | $9,554 | $3,945+142.2% | $5,943+60.7% | $4,645+105.7% |