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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 | $107,733-71.7% | $92,985-67.3% | $154,746-80.3% |
| Participation rate | 75.0% | 74.6%+0.4pp | 69.5%+5.5pp | 80.7%-5.7pp |
| Annual return | 25.17% | 30.39%-5.2pp | 27.99%-2.8pp | 172.34%-147.2pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,662 | $5,053-7.7% | $4,377+6.5% | $6,730-30.7% |
| Admin fee / account holder | $5,931 | $11,369-47.8% | $9,463-37.3% | $14,365-58.7% |