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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 | $55,418 | $47,848+15.8% | $81,473-32.0% | $70,126-21.0% |
| Participation rate | 80.0% | 58.3%+21.7pp | 68.0%+12.0pp | 69.5%+10.5pp |
| Annual return | 14.91% | 27.25%-12.3pp | 38.78%-23.9pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,067 | $2,453+25.0% | $3,537-13.3% | $3,332-7.9% |
| Admin fee / account holder | $458 | $3,145-85.4% | $4,561-90.0% | $4,645-90.1% |