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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 | $59,372 | $88,583-33.0% | $88,497-32.9% | $273,972-78.3% |
| Participation rate | 94.4% | 83.5%+11.0pp | 82.4%+12.0pp | 83.0%+11.4pp |
| Annual return | 4.97% | 5.68%-0.7pp | 7.63%-2.7pp | 41.46%-36.5pp |
| Employer contribution / active EE | $0 | $4,502-100.0% | $4,036-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,503 | $4,891+12.5% | $4,899+12.3% | $5,287+4.1% |
| Admin fee / account holder | $7,495 | $8,980-16.5% | $6,220+20.5% | $10,133-26.0% |