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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 | $97,289-38.2% | $92,805-35.3% | $155,188-61.3% |
| Participation rate | 77.3% | 84.2%-6.9pp | 83.5%-6.2pp | 80.8%-3.5pp |
| Annual return | 60.87% | 29.03%+31.8pp | 31.59%+29.3pp | 148.84%-88.0pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,545 | $8,795-2.8% | $8,448+1.2% | $6,531+30.8% |
| Admin fee / account holder | $2,940 | $12,015-75.5% | $10,911-73.1% | $14,480-79.7% |