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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 | $71,037 | $39,132+81.5% | $57,196+24.2% | $62,881+13.0% |
| Participation rate | 75.0% | 70.5%+4.5pp | 75.3%-0.3pp | 69.3%+5.7pp |
| Annual return | 7.17% | 9.24%-2.1pp | 14.59%-7.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,554 | $2,374+49.7% | $3,096+14.8% | $3,203+11.0% |
| Admin fee / account holder | $2,345 | $2,594-9.6% | $3,141-25.3% | $4,296-45.4% |