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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 | $33,206 | $181,896-81.7% | $156,551-78.8% | $273,972-87.9% |
| Participation rate | 70.8% | 88.4%-17.6pp | 84.0%-13.2pp | 83.0%-12.2pp |
| Annual return | 5.59% | 30.74%-25.2pp | 32.23%-26.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,184 | $6,248-81.0% | $5,501-78.5% | $4,869-75.7% |
| Participant deferral / active EE | $4,223 | $5,550-23.9% | $4,871-13.3% | $5,287-20.1% |
| Admin fee / account holder | $3,938 | $15,560-74.7% | $13,028-69.8% | $10,133-61.1% |