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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 | $65,660 | $78,520-16.4% | $96,576-32.0% | $82,448-20.4% |
| Participation rate | 93.9% | 77.7%+16.2pp | 81.4%+12.5pp | 68.1%+25.9pp |
| Annual return | 19.32% | 41.30%-22.0pp | 38.47%-19.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $18,471 | $6,754+173.5% | $7,956+132.1% | $4,139+346.2% |
| Admin fee / account holder | $6,033 | $13,455-55.2% | $11,381-47.0% | $7,234-16.6% |