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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 | $134,257 | $78,707+70.6% | $117,861+13.9% | $70,126+91.5% |
| Participation rate | 71.0% | 73.2%-2.2pp | 79.7%-8.7pp | 69.5%+1.4pp |
| Annual return | 17.22% | 23.30%-6.1pp | 335.11%-317.9pp | 73.15%-55.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,963 | $3,297+20.2% | $4,482-11.6% | $3,332+18.9% |
| Admin fee / account holder | $2,400 | $5,066-52.6% | $8,021-70.1% | $4,645-48.3% |