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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 | $118,345 | $86,949+36.1% | $102,460+15.5% | $80,959+46.2% |
| Participation rate | 70.2% | 72.4%-2.2pp | 76.5%-6.3pp | 67.7%+2.5pp |
| Annual return | 15.09% | 18.89%-3.8pp | 29.47%-14.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,139 | $4,121+49.0% | $5,056+21.4% | $4,300+42.8% |
| Admin fee / account holder | $1,869 | $8,048-76.8% | $9,460-80.2% | $6,925-73.0% |