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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 | $70,345 | $86,298-18.5% | $111,308-36.8% | $85,847-18.1% |
| Participation rate | 93.2% | 73.3%+19.9pp | 77.3%+15.9pp | 69.3%+23.9pp |
| Annual return | 11.81% | 19.99%-8.2pp | 54.67%-42.9pp | 318.61%-306.8pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,258 | $3,641+71.9% | $4,487+39.5% | $3,952+58.3% |
| Admin fee / account holder | $7,143 | $8,189-12.8% | $7,965-10.3% | $6,261+14.1% |