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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 | $106,354 | $113,941-6.7% | $94,228+12.9% | $125,388-15.2% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | 1.51% | 5.29%-3.8pp | 10.68%-9.2pp | 282.24%-280.7pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,763 | $5,179+11.3% | $4,320+33.4% | $5,352+7.7% |
| Admin fee / account holder | $369 | $8,392-95.6% | $6,269-94.1% | $9,541-96.1% |