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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 | $75,708 | $65,364+15.8% | $92,909-18.5% | $72,975+3.7% |
| Participation rate | 77.8% | 68.3%+9.5pp | 76.0%+1.8pp | 69.5%+8.3pp |
| Annual return | 18.49% | 42.11%-23.6pp | 109.44%-91.0pp | 81.01%-62.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,398 | $3,128-23.4% | $4,238-43.4% | $3,608-33.5% |
| Admin fee / account holder | $3,024 | $4,251-28.9% | $5,795-47.8% | $5,124-41.0% |