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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 | $46,851 | $100,970-53.6% | $96,576-51.5% | $137,256-65.9% |
| Participation rate | 92.9% | 82.6%+10.2pp | 81.4%+11.4pp | 80.0%+12.9pp |
| Annual return | 18.32% | 38.16%-19.8pp | 38.47%-20.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,068 | $8,286-2.6% | $7,956+1.4% | $6,407+25.9% |
| Admin fee / account holder | $5,852 | $11,312-48.3% | $11,381-48.6% | $12,270-52.3% |