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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 | $78,520-6.9% | $96,576-24.3% | $82,448-11.3% |
| Participation rate | 96.9% | 77.7%+19.1pp | 81.4%+15.4pp | 68.1%+28.8pp |
| Annual return | 20.59% | 41.30%-20.7pp | 38.47%-17.9pp | 41.64%-21.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $18,756 | $6,754+177.7% | $7,956+135.7% | $4,139+353.1% |
| Admin fee / account holder | $2,087 | $13,455-84.5% | $11,381-81.7% | $7,234-71.1% |