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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 | $78,197-8.9% | $98,090-27.4% | $82,637-13.8% |
| Participation rate | 93.9% | 77.5%+16.5pp | 81.5%+12.4pp | 68.1%+25.9pp |
| Annual return | 18.31% | 40.25%-21.9pp | 37.05%-18.7pp | 53.51%-35.2pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $14,086 | $6,636+112.3% | $7,845+79.6% | $4,126+241.4% |
| Admin fee / account holder | $6,063 | $14,832-59.1% | $11,815-48.7% | $7,339-17.4% |