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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 | $60,147 | $52,306+15.0% | $69,779-13.8% | $62,881-4.3% |
| Participation rate | 92.0% | 67.2%+24.8pp | 71.8%+20.2pp | 69.3%+22.7pp |
| Annual return | 5.73% | 13.35%-7.6pp | 12.99%-7.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,896 | $2,395-20.8% | $2,931-35.3% | $3,203-40.8% |
| Admin fee / account holder | $5,402 | $3,691+46.3% | $4,381+23.3% | $4,296+25.7% |