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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 | $78,197-6.5% | $98,090-25.5% | $82,637-11.5% |
| Participation rate | 96.9% | 77.5%+19.4pp | 81.5%+15.3pp | 68.1%+28.8pp |
| Annual return | 20.59% | 40.25%-19.7pp | 37.05%-16.5pp | 53.51%-32.9pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $18,756 | $6,636+182.6% | $7,845+139.1% | $4,126+354.6% |
| Admin fee / account holder | $2,087 | $14,832-85.9% | $11,815-82.3% | $7,339-71.6% |