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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 | $77,789 | $88,707-12.3% | $74,184+4.9% | $273,972-71.6% |
| Participation rate | 82.4% | 79.4%+2.9pp | 76.6%+5.7pp | 83.0%-0.7pp |
| Annual return | 3.87% | 11.94%-8.1pp | 17.74%-13.9pp | 41.46%-37.6pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,480 | $4,212+30.1% | $3,550+54.4% | $5,287+3.6% |
| Admin fee / account holder | $17,214 | $8,717+97.5% | $5,586+208.2% | $10,133+69.9% |