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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 | $32,263 | $86,949-62.9% | $102,460-68.5% | $80,959-60.1% |
| Participation rate | 82.5% | 72.4%+10.1pp | 76.5%+5.9pp | 67.7%+14.8pp |
| Annual return | 12.80% | 18.89%-6.1pp | 29.47%-16.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,092 | $4,121+23.6% | $5,056+0.7% | $4,300+18.4% |
| Admin fee / account holder | $1,371 | $8,048-83.0% | $9,460-85.5% | $6,925-80.2% |