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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 | $95,404-23.8% | $113,397-35.9% | $82,637-12.0% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.5%+9.2pp | 68.1%+17.7pp |
| Annual return | 25.27% | 19.08%+6.2pp | 23.20%+2.1pp | 53.51%-28.2pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,695 | $4,220-12.4% | $5,076-27.2% | $4,126-10.5% |
| Admin fee / account holder | $8,141 | $9,168-11.2% | $11,957-31.9% | $7,339+10.9% |