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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 | $76,629 | $72,492+5.7% | $87,104-12.0% | $72,975+5.0% |
| Participation rate | 85.1% | 72.8%+12.3pp | 76.9%+8.2pp | 69.5%+15.6pp |
| Annual return | 29.45% | 24.46%+5.0pp | 28.19%+1.3pp | 81.01%-51.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,713 | $3,270+74.7% | $4,048+41.1% | $3,608+58.4% |
| Admin fee / account holder | $5,270 | $5,055+4.3% | $7,491-29.6% | $5,124+2.9% |