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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 | $81,035 | $49,255+64.5% | $70,494+15.0% | $79,856+1.5% |
| Participation rate | 84.0% | 69.2%+14.8pp | 75.1%+8.9pp | 69.6%+14.4pp |
| Annual return | 13.13% | 30.10%-17.0pp | 109.16%-96.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,185 | $2,768+15.0% | $3,711-14.2% | $3,741-14.9% |
| Admin fee / account holder | $1,723 | $2,879-40.2% | $3,848-55.2% | $5,306-67.5% |