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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 | $71,235 | $83,061-14.2% | $126,068-43.5% | $94,015-24.2% |
| Participation rate | 93.9% | 81.2%+12.8pp | 84.7%+9.2pp | 70.8%+23.1pp |
| Annual return | 18.31% | 20.41%-2.1pp | 15.01%+3.3pp | 17.84%+0.5pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $14,086 | $7,042+100.0% | $8,214+71.5% | $4,249+231.5% |
| Admin fee / account holder | $6,063 | $7,208-15.9% | $18,264-66.8% | $8,951-32.3% |