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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 | $70,221 | $147,556-52.4% | $129,031-45.6% | $198,609-64.6% |
| Participation rate | 90.0% | 77.2%+12.8pp | 73.4%+16.6pp | 82.4%+7.6pp |
| Annual return | 23.41% | 37.41%-14.0pp | 34.67%-11.3pp | 202.70%-179.3pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $24,902 | $5,760+332.4% | $5,217+377.3% | $6,977+256.9% |
| Admin fee / account holder | $13,985 | $15,467-9.6% | $13,208+5.9% | $19,030-26.5% |