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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 | $95,655 | $72,272+32.4% | $101,264-5.5% | $79,858+19.8% |
| Participation rate | 73.4% | 68.5%+5.0pp | 75.8%-2.4pp | 69.6%+3.8pp |
| Annual return | 13.59% | 22.30%-8.7pp | 46.48%-32.9pp | 31.72%-18.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,049 | $3,282+53.8% | $4,370+15.5% | $3,740+35.0% |
| Admin fee / account holder | $2,664 | $4,401-39.5% | $5,947-55.2% | $5,306-49.8% |