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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 | $60,794 | $100,194-39.3% | $122,979-50.6% | $86,983-30.1% |
| Participation rate | 86.1% | 73.0%+13.1pp | 77.2%+8.9pp | 69.5%+16.6pp |
| Annual return | 16.24% | 16.47%-0.2pp | 20.12%-3.9pp | 25.83%-9.6pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,003 | $4,133-51.5% | $5,003-60.0% | $4,194-52.2% |
| Admin fee / account holder | $434 | $10,148-95.7% | $12,864-96.6% | $7,856-94.5% |