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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 | $102,609-35.4% | $98,090-32.4% | $138,895-52.3% |
| Participation rate | 94.4% | 82.8%+11.7pp | 81.5%+12.9pp | 79.9%+14.5pp |
| Annual return | 20.71% | 36.44%-15.7pp | 37.05%-16.3pp | 145.39%-124.7pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $14,879 | $8,167+82.2% | $7,845+89.7% | $6,396+132.6% |
| Admin fee / account holder | $2,255 | $11,434-80.3% | $11,815-80.9% | $12,562-82.1% |