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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 | $60,520 | $104,098-41.9% | $140,514-56.9% | $94,015-35.6% |
| Participation rate | 83.3% | 73.7%+9.6pp | 77.8%+5.5pp | 70.8%+12.5pp |
| Annual return | 15.50% | 15.14%+0.4pp | 14.36%+1.1pp | 17.84%-2.3pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $17,689 | $4,033+338.6% | $4,919+259.6% | $4,249+316.3% |
| Admin fee / account holder | $10,254 | $10,439-1.8% | $13,697-25.1% | $8,951+14.6% |