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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 | $76,053 | $58,851+29.2% | $115,167-34.0% | $72,976+4.2% |
| Participation rate | 87.1% | 65.5%+21.6pp | 75.9%+11.2pp | 69.5%+17.6pp |
| Annual return | 23.54% | 23.16%+0.4pp | 35.60%-12.1pp | 81.02%-57.5pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,435 | $2,643+181.4% | $4,169+78.4% | $3,608+106.1% |
| Admin fee / account holder | $1,222 | $6,370-80.8% | $7,089-82.8% | $5,124-76.1% |