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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 | $107,666-36.4% | $102,184-33.0% | $154,746-55.8% |
| Participation rate | 86.4% | 83.7%+2.6pp | 82.6%+3.8pp | 80.7%+5.7pp |
| Annual return | 21.55% | 29.33%-7.8pp | 31.58%-10.0pp | 172.34%-150.8pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,988 | $8,719+14.5% | $8,309+20.2% | $6,730+48.4% |
| Admin fee / account holder | $1,002 | $12,943-92.3% | $11,609-91.4% | $14,365-93.0% |