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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 | $25,603 | $76,551-66.6% | $123,894-79.3% | $62,881-59.3% |
| Participation rate | 71.6% | 73.0%-1.3pp | 81.4%-9.8pp | 69.3%+2.3pp |
| Annual return | 17.39% | 18.68%-1.3pp | 47.52%-30.1pp | 20.14%-2.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,664 | $4,840-3.6% | $5,984-22.1% | $3,203+45.6% |
| Admin fee / account holder | $4,432 | $4,826-8.2% | $8,357-47.0% | $4,296+3.2% |