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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 | $50,713 | $102,609-50.6% | $98,090-48.3% | $138,895-63.5% |
| Participation rate | 77.8% | 82.8%-5.0pp | 81.5%-3.8pp | 79.9%-2.1pp |
| Annual return | 18.45% | 36.44%-18.0pp | 37.05%-18.6pp | 145.39%-126.9pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $16,779 | $8,167+105.5% | $7,845+113.9% | $6,396+162.3% |
| Admin fee / account holder | $5,907 | $11,434-48.3% | $11,815-50.0% | $12,562-53.0% |