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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 | $64,075 | $135,905-52.9% | $126,068-49.2% | $198,609-67.7% |
| Participation rate | 90.0% | 85.6%+4.4pp | 84.7%+5.3pp | 82.4%+7.6pp |
| Annual return | 20.25% | 14.07%+6.2pp | 15.01%+5.2pp | 202.70%-182.5pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $15,007 | $8,523+76.1% | $8,214+82.7% | $6,977+115.1% |
| Admin fee / account holder | $7,101 | $21,036-66.2% | $18,264-61.1% | $19,030-62.7% |