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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 | $81,052 | $76,551+5.9% | $123,894-34.6% | $62,881+28.9% |
| Participation rate | 93.8% | 73.0%+20.8pp | 81.4%+12.3pp | 69.3%+24.4pp |
| Annual return | 6.38% | 18.68%-12.3pp | 47.52%-41.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,676 | $4,840-24.0% | $5,984-38.6% | $3,203+14.8% |
| Admin fee / account holder | $4,952 | $4,826+2.6% | $8,357-40.7% | $4,296+15.3% |