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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 | $72,633 | $56,287+29.0% | $80,977-10.3% | $62,881+15.5% |
| Participation rate | 89.3% | 68.9%+20.3pp | 75.8%+13.5pp | 69.3%+20.0pp |
| Annual return | 6.67% | 22.13%-15.5pp | 17.11%-10.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,577 | $4,196-38.6% | $5,696-54.8% | $3,203-19.5% |
| Admin fee / account holder | $14,949 | $3,742+299.5% | $5,517+171.0% | $4,296+248.0% |