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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 | $80,892 | $76,371+5.9% | $93,621-13.6% | $72,976+10.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 28.47% | 25.82%+2.7pp | 32.76%-4.3pp | 81.02%-52.5pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,823 | $3,538-20.2% | $4,070-30.6% | $3,608-21.7% |
| Admin fee / account holder | $1,491 | $6,839-78.2% | $7,890-81.1% | $5,124-70.9% |