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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 | $21,283 | $115,225-81.5% | $100,712-78.9% | $138,895-84.7% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.3%+10.7pp | 79.9%+0.1pp |
| Annual return | 15.62% | 40.35%-24.7pp | 33.27%-17.6pp | 145.39%-129.8pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,489 | $4,699-47.0% | $4,085-39.1% | $6,396-61.1% |
| Admin fee / account holder | $2,648 | $10,844-75.6% | $9,256-71.4% | $12,562-78.9% |