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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 | $97,289-29.7% | $92,805-26.3% | $155,188-55.9% |
| Participation rate | 81.8% | 84.2%-2.4pp | 83.5%-1.7pp | 80.8%+1.0pp |
| Annual return | 17.78% | 29.03%-11.3pp | 31.59%-13.8pp | 148.84%-131.1pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $15,945 | $8,795+81.3% | $8,448+88.8% | $6,531+144.1% |
| Admin fee / account holder | $18,828 | $12,015+56.7% | $10,911+72.6% | $14,480+30.0% |