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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 | $61,240 | $100,970-39.3% | $96,576-36.6% | $137,256-55.4% |
| Participation rate | 90.0% | 82.6%+7.4pp | 81.4%+8.6pp | 80.0%+10.0pp |
| Annual return | 55.33% | 38.16%+17.2pp | 38.47%+16.9pp | 220.34%-165.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $22,806 | $8,286+175.2% | $7,956+186.6% | $6,407+256.0% |
| Admin fee / account holder | $5,429 | $11,312-52.0% | $11,381-52.3% | $12,270-55.8% |