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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 | $68,017 | $76,551-11.1% | $123,894-45.1% | $62,881+8.2% |
| Participation rate | 87.5% | 73.0%+14.5pp | 81.4%+6.1pp | 69.3%+18.2pp |
| Annual return | 7.31% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,824 | $4,840+20.3% | $5,984-2.7% | $3,203+81.8% |
| Admin fee / account holder | $2,889 | $4,826-40.1% | $8,357-65.4% | $4,296-32.7% |