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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 | $68,515 | $39,132+75.1% | $57,196+19.8% | $62,881+9.0% |
| Participation rate | 95.2% | 70.5%+24.8pp | 75.3%+19.9pp | 69.3%+25.9pp |
| Annual return | 5.09% | 9.24%-4.1pp | 14.59%-9.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,108 | $2,374+199.4% | $3,096+129.6% | $3,203+121.9% |
| Admin fee / account holder | $1,227 | $2,594-52.7% | $3,141-60.9% | $4,296-71.4% |