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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 | $39,129 | $181,896-78.5% | $156,551-75.0% | $273,972-85.7% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 6.74% | 30.74%-24.0pp | 32.23%-25.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,191 | $6,248-80.9% | $5,501-78.4% | $4,869-75.5% |
| Participant deferral / active EE | $2,987 | $5,550-46.2% | $4,871-38.7% | $5,287-43.5% |
| Admin fee / account holder | $12,707 | $15,560-18.3% | $13,028-2.5% | $10,133+25.4% |