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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 | $38,774 | $45,087-14.0% | $69,483-44.2% | $72,976-46.9% |
| Participation rate | 77.4% | 68.5%+8.9pp | 74.6%+2.8pp | 69.5%+7.9pp |
| Annual return | 8.07% | 22.67%-14.6pp | 28.99%-20.9pp | 81.02%-72.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,169 | $2,603+21.7% | $3,537-10.4% | $3,608-12.2% |
| Admin fee / account holder | $3,637 | $3,057+19.0% | $3,841-5.3% | $5,124-29.0% |