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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 | $105,326 | $101,778+3.5% | $164,975-36.2% | $80,925+30.2% |
| Participation rate | 82.0% | 71.8%+10.2pp | 78.6%+3.4pp | 67.7%+14.3pp |
| Annual return | 27.76% | 16.73%+11.0pp | 70.12%-42.4pp | 35.65%-7.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,502 | $4,477+67.6% | $6,033+24.3% | $4,299+74.5% |
| Admin fee / account holder | $5,764 | $8,221-29.9% | $12,688-54.6% | $6,940-17.0% |