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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 | $77,127 | $94,031-18.0% | $115,768-33.4% | $82,448-6.5% |
| Participation rate | 71.4% | 70.4%+1.0pp | 74.4%-3.0pp | 68.1%+3.4pp |
| Annual return | 23.26% | 20.61%+2.7pp | 100.46%-77.2pp | 41.64%-18.4pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,591 | $3,972-9.6% | $4,917-27.0% | $4,139-13.2% |
| Admin fee / account holder | $3,356 | $10,249-67.3% | $12,439-73.0% | $7,234-53.6% |