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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 | $60,386 | $100,970-40.2% | $96,576-37.5% | $137,256-56.0% |
| Participation rate | 91.3% | 82.6%+8.7pp | 81.4%+9.9pp | 80.0%+11.3pp |
| Annual return | 17.35% | 38.16%-20.8pp | 38.47%-21.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,093 | $8,286+94.2% | $7,956+102.3% | $6,407+151.2% |
| Admin fee / account holder | $8,987 | $11,312-20.6% | $11,381-21.0% | $12,270-26.8% |