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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 | $100,970-41.0% | $96,576-38.3% | $137,256-56.6% |
| Participation rate | 92.3% | 82.6%+9.7pp | 81.4%+10.9pp | 80.0%+12.3pp |
| Annual return | 16.06% | 38.16%-22.1pp | 38.47%-22.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $18,064 | $8,286+118.0% | $7,956+127.0% | $6,407+181.9% |
| Admin fee / account holder | $22,222 | $11,312+96.5% | $11,381+95.3% | $12,270+81.1% |