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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 | $64,676 | $73,863-12.4% | $143,797-55.0% | $68,490-5.6% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | 9.51% | 0.91%+8.6pp | -0.04%+9.5pp | -7.85%+17.4pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,261 | $3,385+144.1% | $5,638+46.5% | $4,028+105.1% |
| Admin fee / account holder | $15,477 | $5,756+168.9% | $14,679+5.4% | $5,403+186.5% |