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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 | $70,291 | $63,346+11.0% | $92,240-23.8% | $70,126+0.2% |
| Participation rate | 75.0% | 68.7%+6.3pp | 76.5%-1.5pp | 69.5%+5.5pp |
| Annual return | 18.80% | 530.19%-511.4pp | 176.29%-157.5pp | 73.15%-54.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,263 | $2,854-20.7% | $3,897-41.9% | $3,332-32.1% |
| Admin fee / account holder | $1,971 | $3,841-48.7% | $5,194-62.0% | $4,645-57.6% |