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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 | $66,267 | $97,289-31.9% | $92,805-28.6% | $155,188-57.3% |
| Participation rate | 94.4% | 84.2%+10.3pp | 83.5%+10.9pp | 80.8%+13.6pp |
| Annual return | 20.71% | 29.03%-8.3pp | 31.59%-10.9pp | 148.84%-128.1pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,879 | $8,795+69.2% | $8,448+76.1% | $6,531+127.8% |
| Admin fee / account holder | $2,255 | $12,015-81.2% | $10,911-79.3% | $14,480-84.4% |