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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 | $71,444 | $102,609-30.4% | $98,090-27.2% | $138,895-48.6% |
| Participation rate | 84.6% | 82.8%+1.8pp | 81.5%+3.1pp | 79.9%+4.7pp |
| Annual return | 26.44% | 36.44%-10.0pp | 37.05%-10.6pp | 145.39%-119.0pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,145 | $8,167+48.7% | $7,845+54.8% | $6,396+89.9% |
| Admin fee / account holder | $3,423 | $11,434-70.1% | $11,815-71.0% | $12,562-72.7% |