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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 | $67,344 | $104,098-35.3% | $140,514-52.1% | $94,015-28.4% |
| Participation rate | 98.4% | 73.7%+24.7pp | 77.8%+20.6pp | 70.8%+27.6pp |
| Annual return | 15.03% | 15.14%-0.1pp | 14.36%+0.7pp | 17.84%-2.8pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $9,670 | $4,033+139.8% | $4,919+96.6% | $4,249+127.6% |
| Admin fee / account holder | $13,497 | $10,439+29.3% | $13,697-1.5% | $8,951+50.8% |