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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 | $72,620 | $215,361-66.3% | $171,082-57.6% | $273,972-73.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 76.7%+10.8pp | 83.0%+4.5pp |
| Annual return | 34.75% | 25.14%+9.6pp | 32.56%+2.2pp | 41.46%-6.7pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,038 | $5,543-63.2% | $4,797-57.5% | $5,287-61.5% |
| Admin fee / account holder | $8,641 | $10,846-20.3% | $8,520+1.4% | $10,133-14.7% |