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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 | $60,794 | $104,098-41.6% | $140,514-56.7% | $94,015-35.3% |
| Participation rate | 86.1% | 73.7%+12.4pp | 77.8%+8.3pp | 70.8%+15.3pp |
| Annual return | 16.24% | 15.14%+1.1pp | 14.36%+1.9pp | 17.84%-1.6pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,003 | $4,033-50.3% | $4,919-59.3% | $4,249-52.9% |
| Admin fee / account holder | $434 | $10,439-95.8% | $13,697-96.8% | $8,951-95.2% |