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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 | $84,471 | $67,602+25.0% | $82,312+2.6% | $70,126+20.5% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.9%+20.1pp | 69.5%+27.4pp |
| Annual return | 13.66% | 21.57%-7.9pp | 25.88%-12.2pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,454 | $2,987-51.3% | $3,706-60.8% | $3,332-56.4% |
| Admin fee / account holder | $1,556 | $4,512-65.5% | $5,608-72.3% | $4,645-66.5% |