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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 | $63,138 | $102,609-38.5% | $98,090-35.6% | $138,895-54.5% |
| Participation rate | 91.7% | 82.8%+8.9pp | 81.5%+10.1pp | 79.9%+11.7pp |
| Annual return | 29.59% | 36.44%-6.9pp | 37.05%-7.5pp | 145.39%-115.8pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,794 | $8,167-4.6% | $7,845-0.7% | $6,396+21.8% |
| Admin fee / account holder | $2,022 | $11,434-82.3% | $11,815-82.9% | $12,562-83.9% |