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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 | $66,278 | $154,228-57.0% | $145,433-54.4% | $137,256-51.7% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 24.19% | 74.59%-50.4pp | 66.58%-42.4pp | 220.34%-196.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $26,821 | $8,216+226.4% | $7,897+239.6% | $6,407+318.6% |
| Admin fee / account holder | $22,505 | $14,344+56.9% | $13,129+71.4% | $12,270+83.4% |