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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 | $46,771 | $39,132+19.5% | $57,196-18.2% | $62,881-25.6% |
| Participation rate | 89.3% | 70.5%+18.8pp | 75.3%+14.0pp | 69.3%+20.0pp |
| Annual return | 5.84% | 9.24%-3.4pp | 14.59%-8.8pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,965 | $2,374+24.9% | $3,096-4.2% | $3,203-7.4% |
| Admin fee / account holder | $4,407 | $2,594+69.9% | $3,141+40.3% | $4,296+2.6% |