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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 | $74,080 | $94,031-21.2% | $115,768-36.0% | $82,448-10.1% |
| Participation rate | 71.8% | 70.4%+1.4pp | 74.4%-2.6pp | 68.1%+3.7pp |
| Annual return | 12.96% | 20.61%-7.6pp | 100.46%-87.5pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,111 | $3,972+3.5% | $4,917-16.4% | $4,139-0.7% |
| Admin fee / account holder | $7,636 | $10,249-25.5% | $12,439-38.6% | $7,234+5.6% |