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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 | $40,171 | $54,757-26.6% | $90,304-55.5% | $72,975-45.0% |
| Participation rate | 85.0% | 65.2%+19.8pp | 73.3%+11.7pp | 69.5%+15.5pp |
| Annual return | 20.36% | 30.63%-10.3pp | 78.13%-57.8pp | 81.01%-60.6pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,394 | $2,887+52.2% | $3,885+13.1% | $3,608+21.8% |
| Admin fee / account holder | $4,632 | $3,973+16.6% | $5,354-13.5% | $5,124-9.6% |