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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 | $89,276 | $60,349+47.9% | $74,184+20.3% | $62,881+42.0% |
| Participation rate | 88.0% | 72.7%+15.3pp | 76.6%+11.4pp | 69.3%+18.7pp |
| Annual return | 9.94% | 21.38%-11.4pp | 17.74%-7.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,938 | $2,856+2.9% | $3,550-17.2% | $3,203-8.3% |
| Admin fee / account holder | $3,174 | $4,261-25.5% | $5,586-43.2% | $4,296-26.1% |