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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 | $53,961 | $102,609-47.4% | $98,090-45.0% | $138,895-61.2% |
| Participation rate | 81.8% | 82.8%-1.0pp | 81.5%+0.3pp | 79.9%+1.9pp |
| Annual return | 20.13% | 36.44%-16.3pp | 37.05%-16.9pp | 145.39%-125.3pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $25,191 | $8,167+208.4% | $7,845+221.1% | $6,396+293.8% |
| Admin fee / account holder | $6,293 | $11,434-45.0% | $11,815-46.7% | $12,562-49.9% |