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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 | $72,824 | $56,544+28.8% | $75,501-3.5% | $70,126+3.8% |
| Participation rate | 93.5% | 68.1%+25.4pp | 72.4%+21.1pp | 69.5%+23.9pp |
| Annual return | 15.00% | 23.59%-8.6pp | 27.35%-12.3pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,319 | $2,580-10.1% | $3,142-26.2% | $3,332-30.4% |
| Admin fee / account holder | $4,892 | $3,827+27.8% | $5,801-15.7% | $4,645+5.3% |