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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 | $48,138 | $48,337-0.4% | $67,560-28.7% | $80,959-40.5% |
| Participation rate | 75.8% | 66.4%+9.3pp | 72.9%+2.8pp | 67.7%+8.1pp |
| Annual return | 19.13% | 18.26%+0.9pp | 3533.50%-3514.4pp | 35.67%-16.5pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,065 | $2,928+38.8% | $4,004+1.5% | $4,300-5.5% |
| Admin fee / account holder | $3,027 | $3,695-18.1% | $3,994-24.2% | $6,925-56.3% |