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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 | $21,877 | $107,809-79.7% | $97,032-77.5% | $155,188-85.9% |
| Participation rate | 78.3% | 75.5%+2.8pp | 71.6%+6.7pp | 80.8%-2.5pp |
| Annual return | 45.06% | 38.06%+7.0pp | 35.38%+9.7pp | 148.84%-103.8pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,103 | $5,129-0.5% | $4,672+9.2% | $6,531-21.9% |
| Admin fee / account holder | $5,816 | $10,717-45.7% | $9,418-38.2% | $14,480-59.8% |