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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 | $60,091 | $100,970-40.5% | $96,576-37.8% | $137,256-56.2% |
| Participation rate | 77.3% | 82.6%-5.3pp | 81.4%-4.2pp | 80.0%-2.7pp |
| Annual return | 60.87% | 38.16%+22.7pp | 38.47%+22.4pp | 220.34%-159.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,545 | $8,286+3.1% | $7,956+7.4% | $6,407+33.4% |
| Admin fee / account holder | $2,940 | $11,312-74.0% | $11,381-74.2% | $12,270-76.0% |