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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 | $68,425 | $107,666-36.4% | $102,184-33.0% | $154,746-55.8% |
| Participation rate | 81.8% | 83.7%-1.9pp | 82.6%-0.8pp | 80.7%+1.1pp |
| Annual return | 17.78% | 29.33%-11.6pp | 31.58%-13.8pp | 172.34%-154.6pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,945 | $8,719+82.9% | $8,309+91.9% | $6,730+136.9% |
| Admin fee / account holder | $18,828 | $12,943+45.5% | $11,609+62.2% | $14,365+31.1% |