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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 | $59,556 | $102,609-42.0% | $98,090-39.3% | $138,895-57.1% |
| Participation rate | 92.3% | 82.8%+9.5pp | 81.5%+10.8pp | 79.9%+12.4pp |
| Annual return | 16.06% | 36.44%-20.4pp | 37.05%-21.0pp | 145.39%-129.3pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $18,064 | $8,167+121.2% | $7,845+130.3% | $6,396+182.4% |
| Admin fee / account holder | $22,222 | $11,434+94.4% | $11,815+88.1% | $12,562+76.9% |