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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 | $42,473 | $60,349-29.6% | $74,184-42.7% | $62,881-32.5% |
| Participation rate | 78.2% | 72.7%+5.5pp | 76.6%+1.6pp | 69.3%+8.9pp |
| Annual return | 6.19% | 21.38%-15.2pp | 17.74%-11.5pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,233 | $2,856-21.8% | $3,550-37.1% | $3,203-30.3% |
| Admin fee / account holder | $5,467 | $4,261+28.3% | $5,586-2.1% | $4,296+27.3% |