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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 | $56,818 | $106,588-46.7% | $94,215-39.7% | $155,188-63.4% |
| Participation rate | 70.0% | 74.3%-4.3pp | 70.0%0pp | 80.8%-10.8pp |
| Annual return | 19.11% | 29.39%-10.3pp | 28.22%-9.1pp | 148.84%-129.7pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,256 | $4,802+176.0% | $4,276+210.0% | $6,531+103.0% |
| Admin fee / account holder | $13,359 | $12,281+8.8% | $10,216+30.8% | $14,480-7.7% |