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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 | $59,328 | $76,551-22.5% | $123,894-52.1% | $62,881-5.7% |
| Participation rate | 97.4% | 73.0%+24.4pp | 81.4%+16.0pp | 69.3%+28.1pp |
| Annual return | 7.53% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,450 | $4,840+33.3% | $5,984+7.8% | $3,203+101.4% |
| Admin fee / account holder | $5,111 | $4,826+5.9% | $8,357-38.8% | $4,296+19.0% |