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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 | $70,891 | $60,349+17.5% | $74,184-4.4% | $62,881+12.7% |
| Participation rate | 71.4% | 72.7%-1.3pp | 76.6%-5.2pp | 69.3%+2.1pp |
| Annual return | 5.99% | 21.38%-15.4pp | 17.74%-11.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,667 | $2,856+28.4% | $3,550+3.3% | $3,203+14.5% |
| Admin fee / account holder | $2,401 | $4,261-43.7% | $5,586-57.0% | $4,296-44.1% |