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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 | $77,574+7.2% | $108,753-23.5% | $86,983-4.4% |
| Participation rate | 88.5% | 62.3%+26.2pp | 71.1%+17.4pp | 69.5%+18.9pp |
| Annual return | 22.70% | 18.42%+4.3pp | 37.47%-14.8pp | 25.83%-3.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $13,869 | $3,128+343.3% | $4,115+237.1% | $4,194+230.7% |
| Admin fee / account holder | $1,350 | $6,529-79.3% | $10,320-86.9% | $7,856-82.8% |