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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 | $38,228 | $123,155-69.0% | $108,753-64.8% | $155,188-75.4% |
| Participation rate | 93.3% | 75.6%+17.7pp | 71.1%+22.2pp | 80.8%+12.5pp |
| Annual return | 22.19% | 44.73%-22.5pp | 37.47%-15.3pp | 148.84%-126.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,851 | $4,623+199.6% | $4,115+236.6% | $6,531+112.1% |
| Admin fee / account holder | $1,714 | $12,126-85.9% | $10,320-83.4% | $14,480-88.2% |