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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 | $53,564 | $67,602-20.8% | $82,312-34.9% | $70,126-23.6% |
| Participation rate | 81.4% | 72.8%+8.6pp | 76.9%+4.5pp | 69.5%+11.8pp |
| Annual return | 17.76% | 21.57%-3.8pp | 25.88%-8.1pp | 73.15%-55.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,441 | $2,987-18.3% | $3,706-34.1% | $3,332-26.7% |
| Admin fee / account holder | $4,889 | $4,512+8.4% | $5,608-12.8% | $4,645+5.2% |