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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 | $27,547 | $111,814-75.4% | $103,378-73.4% | $145,978-81.1% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 19.12% | 24.80%-5.7pp | 24.91%-5.8pp | 550.52%-531.4pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,474 | $5,618-2.6% | $5,058+8.2% | $6,690-18.2% |
| Admin fee / account holder | $904 | $9,764-90.7% | $8,401-89.2% | $13,400-93.3% |