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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 | $68,470 | $100,970-32.2% | $96,576-29.1% | $137,256-50.1% |
| Participation rate | 86.4% | 82.6%+3.8pp | 81.4%+4.9pp | 80.0%+6.4pp |
| Annual return | 21.55% | 38.16%-16.6pp | 38.47%-16.9pp | 220.34%-198.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,988 | $8,286+20.5% | $7,956+25.5% | $6,407+55.9% |
| Admin fee / account holder | $1,002 | $11,312-91.1% | $11,381-91.2% | $12,270-91.8% |