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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 | $84,054 | $72,492+16.0% | $87,104-3.5% | $72,975+15.2% |
| Participation rate | 94.3% | 72.8%+21.5pp | 76.9%+17.4pp | 69.5%+24.8pp |
| Annual return | 23.85% | 24.46%-0.6pp | 28.19%-4.3pp | 81.01%-57.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,289 | $3,270+0.6% | $4,048-18.8% | $3,608-8.8% |
| Admin fee / account holder | $1,443 | $5,055-71.5% | $7,491-80.7% | $5,124-71.8% |