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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 | $54,679 | $56,894-3.9% | $84,753-35.5% | $62,881-13.0% |
| Participation rate | 88.2% | 68.5%+19.7pp | 76.6%+11.6pp | 69.3%+18.9pp |
| Annual return | 4.95% | 6.30%-1.4pp | 22.78%-17.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,278 | $2,709-15.9% | $3,712-38.6% | $3,203-28.9% |
| Admin fee / account holder | $1,819 | $3,581-49.2% | $5,333-65.9% | $4,296-57.7% |