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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 | $61,271 | $72,269-15.2% | $101,271-39.5% | $79,852-23.3% |
| Participation rate | 94.7% | 68.5%+26.3pp | 75.8%+18.9pp | 69.6%+25.1pp |
| Annual return | 17.30% | 22.29%-5.0pp | 46.48%-29.2pp | 31.72%-14.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,749 | $3,282+44.7% | $4,371+8.6% | $3,740+27.0% |
| Admin fee / account holder | $5,976 | $4,401+35.8% | $5,948+0.5% | $5,306+12.6% |