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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 | $133,431 | $105,623+26.3% | $87,502+52.5% | $273,972-51.3% |
| Participation rate | 85.7% | 78.2%+7.5pp | 73.8%+11.9pp | 83.0%+2.7pp |
| Annual return | 4.92% | 12.26%-7.3pp | 12.21%-7.3pp | 41.46%-36.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,270 | $3,601+18.6% | $3,149+35.6% | $5,287-19.2% |
| Admin fee / account holder | $425 | $4,781-91.1% | $4,221-89.9% | $10,133-95.8% |