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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 | $59,956 | $146,267-59.0% | $197,124-69.6% | $82,448-27.3% |
| Participation rate | 95.7% | 84.0%+11.6pp | 86.7%+8.9pp | 68.1%+27.6pp |
| Annual return | 20.04% | 29.61%-9.6pp | 44.34%-24.3pp | 41.64%-21.6pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $17,065 | $7,035+142.6% | $9,135+86.8% | $4,139+312.3% |
| Admin fee / account holder | $6,058 | $14,422-58.0% | $16,298-62.8% | $7,234-16.3% |