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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 | $79,605 | $98,652-19.3% | $142,942-44.3% | $82,448-3.4% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.8%-1.8pp | 68.1%+6.9pp |
| Annual return | 16.38% | 22.65%-6.3pp | 113.70%-97.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $3,211-100.0% | $4,139-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,333 | $5,580+13.5% | $7,128-11.2% | $4,139+53.0% |
| Admin fee / account holder | $5,925 | $8,078-26.7% | $12,475-52.5% | $7,234-18.1% |