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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 | $67,776 | $63,082+7.4% | $81,726-17.1% | $79,856-15.1% |
| Participation rate | 92.5% | 67.5%+25.0pp | 72.0%+20.5pp | 69.6%+22.9pp |
| Annual return | 12.10% | 22.66%-10.6pp | 29.49%-17.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,968 | $2,780+6.7% | $7,108-58.2% | $3,741-20.7% |
| Admin fee / account holder | $1,184 | $4,428-73.3% | $5,160-77.1% | $5,306-77.7% |