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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 | $42,129 | $123,155-65.8% | $108,753-61.3% | $155,188-72.9% |
| Participation rate | 83.3% | 75.6%+7.7pp | 71.1%+12.2pp | 80.8%+2.5pp |
| Annual return | 18.93% | 44.73%-25.8pp | 37.47%-18.5pp | 148.84%-129.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,195 | $4,623+98.9% | $4,115+123.5% | $6,531+40.8% |
| Admin fee / account holder | $11,140 | $12,126-8.1% | $10,320+8.0% | $14,480-23.1% |