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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 | $35,985 | $136,860-73.7% | $120,344-70.1% | $154,746-76.7% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 18.67% | 21.38%-2.7pp | 20.30%-1.6pp | 172.34%-153.7pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,506 | $5,793+81.3% | $5,135+104.6% | $6,730+56.1% |
| Admin fee / account holder | $7,472 | $15,393-51.5% | $12,742-41.4% | $14,365-48.0% |