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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 | $71,235 | $77,358-7.9% | $102,184-30.3% | $87,485-18.6% |
| Participation rate | 93.9% | 78.7%+15.3pp | 82.6%+11.3pp | 68.9%+25.0pp |
| Annual return | 18.31% | 41.11%-22.8pp | 31.58%-13.3pp | 26.06%-7.7pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,086 | $6,753+108.6% | $8,309+69.5% | $4,274+229.6% |
| Admin fee / account holder | $6,063 | $6,809-11.0% | $11,609-47.8% | $7,775-22.0% |