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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 | $59,697 | $81,504-26.8% | $102,437-41.7% | $80,959-26.3% |
| Participation rate | 74.7% | 66.9%+7.8pp | 74.5%+0.2pp | 67.7%+7.0pp |
| Annual return | 15.79% | 25.60%-9.8pp | 24.95%-9.2pp | 35.67%-19.9pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,078 | $3,871+5.4% | $5,060-19.4% | $4,300-5.2% |
| Admin fee / account holder | $6,599 | $6,719-1.8% | $8,388-21.3% | $6,925-4.7% |