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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 | $51,386 | $97,289-47.2% | $92,805-44.6% | $155,188-66.9% |
| Participation rate | 85.7% | 84.2%+1.5pp | 83.5%+2.2pp | 80.8%+4.9pp |
| Annual return | 23.13% | 29.03%-5.9pp | 31.59%-8.5pp | 148.84%-125.7pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $17,116 | $8,795+94.6% | $8,448+102.6% | $6,531+162.1% |
| Admin fee / account holder | $1,429 | $12,015-88.1% | $10,911-86.9% | $14,480-90.1% |