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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 | $102,523 | $87,834+16.7% | $133,975-23.5% | $62,881+63.0% |
| Participation rate | 77.6% | 83.4%-5.8pp | 87.1%-9.5pp | 69.3%+8.2pp |
| Annual return | 8.74% | 12.05%-3.3pp | 29.29%-20.6pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $12,861 | $4,812+167.3% | $6,282+104.7% | $3,203+301.5% |
| Admin fee / account holder | $2,558 | $5,372-52.4% | $9,324-72.6% | $4,296-40.4% |