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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 | $66,487 | $126,661-47.5% | $113,397-41.4% | $138,895-52.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 19.88% | 25.05%-5.2pp | 23.20%-3.3pp | 145.39%-125.5pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $14,897 | $5,693+161.7% | $5,076+193.4% | $6,396+132.9% |
| Admin fee / account holder | $1,451 | $14,549-90.0% | $11,957-87.9% | $12,562-88.5% |