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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 | $68,074 | $43,338+57.1% | $59,887+13.7% | $64,173+6.1% |
| Participation rate | 83.0% | 69.2%+13.8pp | 74.7%+8.3pp | 69.6%+13.4pp |
| Annual return | 10.98% | -1.55%+12.5pp | 3.46%+7.5pp | 7.63%+3.3pp |
| Employer contribution / active EE | $60 | $2,030-97.1% | $2,722-97.8% | $2,381-97.5% |
| Participant deferral / active EE | $4,274 | $2,547+67.8% | $3,402+25.6% | $3,470+23.2% |
| Admin fee / account holder | $11,657 | $3,007+287.6% | $3,591+224.6% | $4,887+138.5% |