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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 | $77,102 | $87,059-11.4% | $105,608-27.0% | $80,925-4.7% |
| Participation rate | 72.6% | 70.4%+2.2pp | 75.3%-2.7pp | 67.7%+5.0pp |
| Annual return | 13.14% | 17.05%-3.9pp | 116.50%-103.4pp | 35.65%-22.5pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,896 | $3,986-52.4% | $5,010-62.2% | $4,299-55.9% |
| Admin fee / account holder | $3,219 | $8,443-61.9% | $11,028-70.8% | $6,940-53.6% |