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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 | $135,905-49.6% | $126,068-45.7% | $198,609-65.5% |
| Participation rate | 86.4% | 85.6%+0.7pp | 84.7%+1.7pp | 82.4%+4.0pp |
| Annual return | 21.55% | 14.07%+7.5pp | 15.01%+6.5pp | 202.70%-181.1pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,988 | $8,523+17.2% | $8,214+21.6% | $6,977+43.2% |
| Admin fee / account holder | $1,002 | $21,036-95.2% | $18,264-94.5% | $19,030-94.7% |