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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 | $95,453-29.4% | $112,040-39.9% | $82,448-18.3% |
| Participation rate | 98.4% | 72.8%+25.7pp | 76.5%+21.9pp | 68.1%+30.3pp |
| Annual return | 15.03% | 23.92%-8.9pp | 24.52%-9.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,670 | $4,224+128.9% | $5,098+89.7% | $4,139+133.6% |
| Admin fee / account holder | $13,497 | $9,013+49.7% | $12,098+11.6% | $7,234+86.6% |