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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 | $100,970-37.0% | $96,576-34.1% | $137,256-53.7% |
| Participation rate | 92.3% | 82.6%+9.7pp | 81.4%+10.9pp | 80.0%+12.3pp |
| Annual return | 17.45% | 38.16%-20.7pp | 38.47%-21.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,044 | $8,286-2.9% | $7,956+1.1% | $6,407+25.6% |
| Admin fee / account holder | $1,833 | $11,312-83.8% | $11,381-83.9% | $12,270-85.1% |