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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 | $56,458 | $100,970-44.1% | $96,576-41.5% | $137,256-58.9% |
| Participation rate | 93.8% | 82.6%+11.1pp | 81.4%+12.3pp | 80.0%+13.8pp |
| Annual return | 21.39% | 38.16%-16.8pp | 38.47%-17.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,603 | $8,286+88.3% | $7,956+96.1% | $6,407+143.5% |
| Admin fee / account holder | $3,856 | $11,312-65.9% | $11,381-66.1% | $12,270-68.6% |