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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 | $124,240 | $93,346+33.1% | $71,796+73.0% | $273,972-54.7% |
| Participation rate | 78.9% | 76.5%+2.4pp | 69.1%+9.8pp | 83.0%-4.1pp |
| Annual return | 10.12% | 130.39%-120.3pp | 78.04%-67.9pp | 41.46%-31.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,220 | $3,475-7.3% | $2,794+15.2% | $5,287-39.1% |
| Admin fee / account holder | $3,544 | $6,571-46.1% | $4,815-26.4% | $10,133-65.0% |