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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 | $57,964 | $58,828-1.5% | $78,002-25.7% | $62,881-7.8% |
| Participation rate | 79.3% | 71.1%+8.3pp | 75.5%+3.8pp | 69.3%+10.0pp |
| Annual return | 4.97% | 17.16%-12.2pp | 425.99%-421.0pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,074 | $2,686+14.5% | $3,497-12.1% | $3,203-4.0% |
| Admin fee / account holder | $930 | $4,393-78.8% | $5,481-83.0% | $4,296-78.3% |