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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 | $30,442 | $106,588-71.4% | $94,215-67.7% | $155,188-80.4% |
| Participation rate | 75.0% | 74.3%+0.7pp | 70.0%+5.0pp | 80.8%-5.8pp |
| Annual return | 25.17% | 29.39%-4.2pp | 28.22%-3.1pp | 148.84%-123.7pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,662 | $4,802-2.9% | $4,276+9.0% | $6,531-28.6% |
| Admin fee / account holder | $5,931 | $12,281-51.7% | $10,216-41.9% | $14,480-59.0% |