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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 | $107,666-43.9% | $102,184-40.9% | $154,746-61.0% |
| Participation rate | 91.3% | 83.7%+7.6pp | 82.6%+8.7pp | 80.7%+10.6pp |
| Annual return | 17.35% | 29.33%-12.0pp | 31.58%-14.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $16,093 | $8,719+84.6% | $8,309+93.7% | $6,730+139.1% |
| Admin fee / account holder | $8,987 | $12,943-30.6% | $11,609-22.6% | $14,365-37.4% |