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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 | $18,171 | $107,666-83.1% | $102,184-82.2% | $154,746-88.3% |
| Participation rate | 90.0% | 83.7%+6.3pp | 82.6%+7.4pp | 80.7%+9.3pp |
| Annual return | 29.36% | 29.33%0pp | 31.58%-2.2pp | 172.34%-143.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,729 | $8,719+11.6% | $8,309+17.1% | $6,730+44.6% |
| Admin fee / account holder | $4,303 | $12,943-66.8% | $11,609-62.9% | $14,365-70.0% |