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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 | $135,905-58.5% | $126,068-55.2% | $198,609-71.6% |
| Participation rate | 93.8% | 85.6%+8.1pp | 84.7%+9.0pp | 82.4%+11.4pp |
| Annual return | 21.39% | 14.07%+7.3pp | 15.01%+6.4pp | 202.70%-181.3pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $15,603 | $8,523+83.1% | $8,214+90.0% | $6,977+123.6% |
| Admin fee / account holder | $3,856 | $21,036-81.7% | $18,264-78.9% | $19,030-79.7% |