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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 | $56,005 | $52,379+6.9% | $46,225+21.2% | $273,972-79.6% |
| Participation rate | 94.7% | 84.0%+10.8pp | 79.5%+15.2pp | 83.0%+11.7pp |
| Annual return | 4.81% | 7.23%-2.4pp | 7.57%-2.8pp | 41.46%-36.6pp |
| Employer contribution / active EE | $0 | $4,226-100.0% | $3,424-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,394 | $4,660+15.8% | $3,776+42.8% | $5,287+2.0% |
| Admin fee / account holder | $1,291 | $4,652-72.3% | $3,519-63.3% | $10,133-87.3% |