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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 | $60,211 | $57,590+4.5% | $86,233-30.2% | $82,448-27.0% |
| Participation rate | 71.4% | 57.9%+13.6pp | 69.0%+2.4pp | 68.1%+3.4pp |
| Annual return | 14.44% | 22.41%-8.0pp | 61.39%-46.9pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,694 | $3,080-45.0% | $4,559-62.8% | $4,139-59.1% |
| Admin fee / account holder | $2,996 | $4,730-36.7% | $8,342-64.1% | $7,234-58.6% |