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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 | $85,809 | $77,358+10.9% | $102,184-16.0% | $87,485-1.9% |
| Participation rate | 94.3% | 78.7%+15.6pp | 82.6%+11.7pp | 68.9%+25.4pp |
| Annual return | 30.83% | 41.11%-10.3pp | 31.58%-0.7pp | 26.06%+4.8pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,958 | $6,753+91.9% | $8,309+56.0% | $4,274+203.2% |
| Admin fee / account holder | $6,951 | $6,809+2.1% | $11,609-40.1% | $7,775-10.6% |