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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 | $61,285 | $106,588-42.5% | $94,215-35.0% | $155,188-60.5% |
| Participation rate | 83.3% | 74.3%+9.1pp | 70.0%+13.4pp | 80.8%+2.5pp |
| Annual return | 22.39% | 29.39%-7.0pp | 28.22%-5.8pp | 148.84%-126.5pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $15,304 | $4,802+218.7% | $4,276+257.9% | $6,531+134.3% |
| Admin fee / account holder | $4,093 | $12,281-66.7% | $10,216-59.9% | $14,480-71.7% |