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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 | $95,453-44.0% | $112,040-52.3% | $82,448-35.2% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.5%-1.5pp | 68.1%+6.9pp |
| Annual return | 17.16% | 23.92%-6.8pp | 24.52%-7.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,982 | $4,224+41.6% | $5,098+17.4% | $4,139+44.5% |
| Admin fee / account holder | $1,983 | $9,013-78.0% | $12,098-83.6% | $7,234-72.6% |