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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 | $73,103 | $71,353+2.5% | $92,805-21.2% | $86,983-16.0% |
| Participation rate | 96.9% | 80.9%+16.0pp | 83.5%+13.4pp | 69.5%+27.3pp |
| Annual return | 20.59% | 44.68%-24.1pp | 31.59%-11.0pp | 25.83%-5.2pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $18,756 | $6,966+169.2% | $8,448+122.0% | $4,194+347.2% |
| Admin fee / account holder | $2,087 | $6,099-65.8% | $10,911-80.9% | $7,856-73.4% |