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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 | $86,627 | $87,834-1.4% | $133,975-35.3% | $62,881+37.8% |
| Participation rate | 97.2% | 83.4%+13.8pp | 87.1%+10.2pp | 69.3%+27.9pp |
| Annual return | 6.52% | 12.05%-5.5pp | 29.29%-22.8pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,681 | $4,812+101.2% | $6,282+54.1% | $3,203+202.2% |
| Admin fee / account holder | $1,093 | $5,372-79.7% | $9,324-88.3% | $4,296-74.6% |