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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 | $59,730 | $91,198-34.5% | $178,503-66.5% | $79,856-25.2% |
| Participation rate | 98.6% | 69.2%+29.4pp | 81.9%+16.6pp | 69.6%+28.9pp |
| Annual return | 23.15% | 24.20%-1.0pp | 151.12%-128.0pp | 31.71%-8.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,397 | $3,237+5.0% | $5,202-34.7% | $3,741-9.2% |
| Admin fee / account holder | $8,466 | $6,748+25.5% | $13,987-39.5% | $5,306+59.5% |