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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 | $83,152 | $74,535+11.6% | $100,712-17.4% | $82,637+0.6% |
| Participation rate | 88.5% | 61.2%+27.3pp | 69.3%+19.2pp | 68.1%+20.4pp |
| Annual return | 22.70% | 18.92%+3.8pp | 33.27%-10.6pp | 53.51%-30.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $13,869 | $3,074+351.2% | $4,085+239.5% | $4,126+236.1% |
| Admin fee / account holder | $1,350 | $6,576-79.5% | $9,256-85.4% | $7,339-81.6% |