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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 | $74,829 | $109,359-31.6% | $162,177-53.9% | $72,975+2.5% |
| Participation rate | 79.1% | 84.3%-5.2pp | 87.6%-8.5pp | 69.5%+9.6pp |
| Annual return | 26.24% | 25.46%+0.8pp | 115.60%-89.4pp | 81.01%-54.8pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,500 | $5,481+0.3% | $7,297-24.6% | $3,608+52.4% |
| Admin fee / account holder | $2,409 | $7,972-69.8% | $10,843-77.8% | $5,124-53.0% |