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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 | $50,853 | $215,361-76.4% | $171,082-70.3% | $273,972-81.4% |
| Participation rate | 90.0% | 82.0%+8.0pp | 76.7%+13.3pp | 83.0%+7.0pp |
| Annual return | 6.15% | 25.14%-19.0pp | 32.56%-26.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,003 | $5,543-9.7% | $4,797+4.3% | $5,287-5.4% |
| Admin fee / account holder | $606 | $10,846-94.4% | $8,520-92.9% | $10,133-94.0% |