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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 | $53,756 | $60,349-10.9% | $74,184-27.5% | $62,881-14.5% |
| Participation rate | 75.4% | 72.7%+2.7pp | 76.6%-1.2pp | 69.3%+6.1pp |
| Annual return | 5.32% | 21.38%-16.1pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,543 | $2,856-11.0% | $3,550-28.4% | $3,203-20.6% |
| Admin fee / account holder | $6,005 | $4,261+40.9% | $5,586+7.5% | $4,296+39.8% |