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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 | $74,318 | $117,846-36.9% | $102,434-27.4% | $145,884-49.1% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 11.12% | 31.90%-20.8pp | 29.46%-18.3pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,208 | $5,733-44.0% | $5,055-36.5% | $6,690-52.0% |
| Admin fee / account holder | $12,714 | $13,356-4.8% | $9,462+34.4% | $13,392-5.1% |