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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 | $68,237 | $182,442-62.6% | $163,379-58.2% | $138,895-50.9% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.8%+5.0pp | 79.9%+1.9pp |
| Annual return | 16.19% | 72.74%-56.5pp | 63.41%-47.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,504 | $6,817-63.3% | $6,282-60.1% | $6,396-60.9% |
| Admin fee / account holder | $497 | $10,396-95.2% | $9,818-94.9% | $12,562-96.0% |