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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 | $84,269 | $67,602+24.7% | $82,312+2.4% | $70,126+20.2% |
| Participation rate | 78.9% | 72.8%+6.2pp | 76.9%+2.1pp | 69.5%+9.4pp |
| Annual return | 17.41% | 21.57%-4.2pp | 25.88%-8.5pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,327 | $2,987-22.1% | $3,706-37.2% | $3,332-30.2% |
| Admin fee / account holder | $566 | $4,512-87.5% | $5,608-89.9% | $4,645-87.8% |