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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 | $67,344 | $100,194-32.8% | $122,979-45.2% | $86,983-22.6% |
| Participation rate | 98.4% | 73.0%+25.4pp | 77.2%+21.2pp | 69.5%+28.9pp |
| Annual return | 15.03% | 16.47%-1.4pp | 20.12%-5.1pp | 25.83%-10.8pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,670 | $4,133+134.0% | $5,003+93.3% | $4,194+130.6% |
| Admin fee / account holder | $13,497 | $10,148+33.0% | $12,864+4.9% | $7,856+71.8% |