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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 | $90,868 | $115,225-21.1% | $100,712-9.8% | $138,895-34.6% |
| Participation rate | 87.5% | 74.3%+13.2pp | 69.3%+18.2pp | 79.9%+7.6pp |
| Annual return | 12.88% | 40.35%-27.5pp | 33.27%-20.4pp | 145.39%-132.5pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,022 | $4,699-14.4% | $4,085-1.5% | $6,396-37.1% |
| Admin fee / account holder | $29,981 | $10,844+176.5% | $9,256+223.9% | $12,562+138.7% |