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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 | $102,609-37.6% | $98,090-34.7% | $138,895-53.9% |
| Participation rate | 90.0% | 82.8%+7.2pp | 81.5%+8.5pp | 79.9%+10.1pp |
| Annual return | 20.25% | 36.44%-16.2pp | 37.05%-16.8pp | 145.39%-125.1pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,007 | $8,167+83.7% | $7,845+91.3% | $6,396+134.6% |
| Admin fee / account holder | $7,101 | $11,434-37.9% | $11,815-39.9% | $12,562-43.5% |