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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 | $123,515 | $87,166+41.7% | $76,735+61.0% | $137,256-10.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 14.05% | 26.50%-12.4pp | 29.77%-15.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,987 | $4,726-36.8% | $4,088-26.9% | $6,407-53.4% |
| Admin fee / account holder | $1,053 | $8,403-87.5% | $7,189-85.3% | $12,270-91.4% |