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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 | $111,308 | $135,905-18.1% | $126,068-11.7% | $198,609-44.0% |
| Participation rate | 83.3% | 85.6%-2.3pp | 84.7%-1.4pp | 82.4%+1.0pp |
| Annual return | 18.58% | 14.07%+4.5pp | 15.01%+3.6pp | 202.70%-184.1pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $13,753 | $8,523+61.4% | $8,214+67.4% | $6,977+97.1% |
| Admin fee / account holder | $1,943 | $21,036-90.8% | $18,264-89.4% | $19,030-89.8% |