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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 | $83,948 | $91,559-8.3% | $133,978-37.3% | $79,856+5.1% |
| Participation rate | 83.0% | 73.3%+9.6pp | 79.8%+3.1pp | 69.6%+13.3pp |
| Annual return | 14.10% | 61.85%-47.7pp | 45.10%-31.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,037 | $3,734-45.4% | $5,047-59.6% | $3,741-45.5% |
| Admin fee / account holder | $2,090 | $6,321-66.9% | $8,930-76.6% | $5,306-60.6% |