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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 | $72,693 | $95,453-23.8% | $112,040-35.1% | $82,448-11.8% |
| Participation rate | 85.7% | 72.8%+13.0pp | 76.5%+9.2pp | 68.1%+17.6pp |
| Annual return | 25.27% | 23.92%+1.4pp | 24.52%+0.8pp | 41.64%-16.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,695 | $4,224-12.5% | $5,098-27.5% | $4,139-10.7% |
| Admin fee / account holder | $8,141 | $9,013-9.7% | $12,098-32.7% | $7,234+12.5% |