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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 | $123,722 | $138,385-10.6% | $184,243-32.8% | $80,925+52.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.7%+12.3pp |
| Annual return | 25.26% | 20.02%+5.2pp | 28.82%-3.6pp | 35.65%-10.4pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,808 | $7,075+66.9% | $9,132+29.3% | $4,299+174.7% |
| Admin fee / account holder | $1,997 | $10,489-81.0% | $13,914-85.6% | $6,940-71.2% |