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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 | $67,690 | $39,132+73.0% | $57,196+18.3% | $62,881+7.6% |
| Participation rate | 77.8% | 70.5%+7.3pp | 75.3%+2.4pp | 69.3%+8.5pp |
| Annual return | 9.17% | 9.24%-0.1pp | 14.59%-5.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,291 | $2,374+38.6% | $3,096+6.3% | $3,203+2.8% |
| Admin fee / account holder | $871 | $2,594-66.4% | $3,141-72.3% | $4,296-79.7% |