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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 | $63,597 | $107,666-40.9% | $102,184-37.8% | $154,746-58.9% |
| Participation rate | 92.3% | 83.7%+8.6pp | 82.6%+9.7pp | 80.7%+11.6pp |
| Annual return | 17.45% | 29.33%-11.9pp | 31.58%-14.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,044 | $8,719-7.7% | $8,309-3.2% | $6,730+19.5% |
| Admin fee / account holder | $1,833 | $12,943-85.8% | $11,609-84.2% | $14,365-87.2% |