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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 | $53,412 | $104,098-48.7% | $140,514-62.0% | $94,015-43.2% |
| Participation rate | 75.0% | 73.7%+1.3pp | 77.8%-2.8pp | 70.8%+4.2pp |
| Annual return | 17.16% | 15.14%+2.0pp | 14.36%+2.8pp | 17.84%-0.7pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,982 | $4,033+48.3% | $4,919+21.6% | $4,249+40.8% |
| Admin fee / account holder | $1,983 | $10,439-81.0% | $13,697-85.5% | $8,951-77.8% |