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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 | $53,427 | $107,809-50.4% | $97,032-44.9% | $155,188-65.6% |
| Participation rate | 94.4% | 75.5%+19.0pp | 71.6%+22.9pp | 80.8%+13.6pp |
| Annual return | 16.96% | 38.06%-21.1pp | 35.38%-18.4pp | 148.84%-131.9pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,475 | $5,129+6.7% | $4,672+17.2% | $6,531-16.2% |
| Admin fee / account holder | $16,085 | $10,717+50.1% | $9,418+70.8% | $14,480+11.1% |