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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 | $69,940 | $67,606+3.5% | $82,313-15.0% | $70,124-0.3% |
| Participation rate | 95.7% | 72.8%+23.0pp | 76.9%+18.9pp | 69.5%+26.2pp |
| Annual return | 13.38% | 21.57%-8.2pp | 25.88%-12.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,979 | $2,987-33.8% | $3,706-46.6% | $3,332-40.6% |
| Admin fee / account holder | $2,057 | $4,512-54.4% | $5,608-63.3% | $4,645-55.7% |