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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 | $76,645 | $70,475+8.8% | $100,530-23.8% | $79,858-4.0% |
| Participation rate | 75.7% | 73.7%+2.0pp | 79.4%-3.7pp | 69.6%+6.0pp |
| Annual return | 20.77% | 21.90%-1.1pp | 30.89%-10.1pp | 31.72%-10.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,792 | $5,181-7.5% | $6,271-23.6% | $3,740+28.1% |
| Admin fee / account holder | $2,224 | $4,478-50.3% | $8,083-72.5% | $5,306-58.1% |