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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 | $136,860-35.4% | $120,344-26.5% | $154,746-42.9% |
| Participation rate | 95.8% | 79.9%+15.9pp | 76.7%+19.1pp | 80.7%+15.1pp |
| Annual return | 18.81% | 21.38%-2.6pp | 20.30%-1.5pp | 172.34%-153.5pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,497 | $5,793-22.4% | $5,135-12.4% | $6,730-33.2% |
| Admin fee / account holder | $1,909 | $15,393-87.6% | $12,742-85.0% | $14,365-86.7% |