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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 | $88,409 | $167,415-47.2% | $140,514-37.1% | $198,609-55.5% |
| Participation rate | 95.8% | 80.9%+15.0pp | 77.8%+18.0pp | 82.4%+13.5pp |
| Annual return | 18.81% | 13.85%+5.0pp | 14.36%+4.5pp | 202.70%-183.9pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,497 | $5,579-19.4% | $4,919-8.6% | $6,977-35.5% |
| Admin fee / account holder | $1,909 | $16,730-88.6% | $13,697-86.1% | $19,030-90.0% |