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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 | $121,219 | $105,623+14.8% | $87,502+38.5% | $273,972-55.8% |
| Participation rate | 85.0% | 78.2%+6.8pp | 73.8%+11.2pp | 83.0%+2.0pp |
| Annual return | 3.39% | 12.26%-8.9pp | 12.21%-8.8pp | 41.46%-38.1pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,896 | $3,601+8.2% | $3,149+23.7% | $5,287-26.3% |
| Admin fee / account holder | $4,973 | $4,781+4.0% | $4,221+17.8% | $10,133-50.9% |