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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 | $73,484 | $51,708+42.1% | $106,619-31.1% | $62,881+16.9% |
| Participation rate | 73.1% | 66.9%+6.2pp | 78.0%-4.9pp | 69.3%+3.8pp |
| Annual return | 4.73% | 4.69%0pp | 9.42%-4.7pp | 20.14%-15.4pp |
| Employer contribution / active EE | $146 | $1,764-91.7% | $3,947-96.3% | $2,281-93.6% |
| Participant deferral / active EE | $2,394 | $2,315+3.4% | $3,930-39.1% | $3,203-25.3% |
| Admin fee / account holder | $971 | $3,349-71.0% | $6,418-84.9% | $4,296-77.4% |