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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 | $81,841 | $153,769-46.8% | $133,975-38.9% | $273,972-70.1% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 7.04% | 36.51%-29.5pp | 29.29%-22.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,555 | $6,958-20.2% | $6,282-11.6% | $5,287+5.1% |
| Admin fee / account holder | $481 | $11,765-95.9% | $9,324-94.8% | $10,133-95.3% |