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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 | $96,268-17.3% | $143,412-44.5% | $86,983-8.5% |
| Participation rate | 75.0% | 74.6%+0.4pp | 78.5%-3.5pp | 69.5%+5.5pp |
| Annual return | 16.38% | 25.47%-9.1pp | 256.99%-240.6pp | 25.83%-9.4pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,748-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,333 | $6,001+5.5% | $6,816-7.1% | $4,194+51.0% |
| Admin fee / account holder | $5,925 | $7,778-23.8% | $11,396-48.0% | $7,856-24.6% |