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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 | $75,551 | $57,140+32.2% | $85,240-11.4% | $80,959-6.7% |
| Participation rate | 83.3% | 56.4%+26.9pp | 67.5%+15.8pp | 67.7%+15.7pp |
| Annual return | 13.75% | 21.71%-8.0pp | 66.75%-53.0pp | 35.67%-21.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,329 | $3,115+6.8% | $4,527-26.5% | $4,300-22.6% |
| Admin fee / account holder | $9,883 | $4,992+98.0% | $6,165+60.3% | $6,925+42.7% |