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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 | $60,638 | $67,602-10.3% | $82,312-26.3% | $70,126-13.5% |
| Participation rate | 87.2% | 72.8%+14.5pp | 76.9%+10.3pp | 69.5%+17.7pp |
| Annual return | 19.19% | 21.57%-2.4pp | 25.88%-6.7pp | 73.15%-54.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,972 | $2,987+66.5% | $3,706+34.2% | $3,332+49.2% |
| Admin fee / account holder | $5,376 | $4,512+19.2% | $5,608-4.1% | $4,645+15.7% |