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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 | $51,407 | $48,364+6.3% | $71,796-28.4% | $62,881-18.2% |
| Participation rate | 76.3% | 60.6%+15.6pp | 69.1%+7.2pp | 69.3%+7.0pp |
| Annual return | 7.87% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,612 | $2,091+24.9% | $2,794-6.5% | $3,203-18.5% |
| Admin fee / account holder | $7,523 | $3,771+99.5% | $4,815+56.2% | $4,296+75.1% |