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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 | $78,986 | $90,486-12.7% | $78,676+0.4% | $273,972-71.2% |
| Participation rate | 93.8% | 76.5%+17.2pp | 73.6%+20.2pp | 83.0%+10.7pp |
| Annual return | 30.18% | 75.62%-45.4pp | 62.19%-32.0pp | 41.46%-11.3pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,755 | $3,901-55.0% | $3,517-50.1% | $5,287-66.8% |
| Admin fee / account holder | $2,259 | $5,263-57.1% | $4,510-49.9% | $10,133-77.7% |