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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 | $53,689 | $199,109-73.0% | $173,730-69.1% | $154,746-65.3% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 22.12% | 20.02%+2.1pp | 19.96%+2.2pp | 172.34%-150.2pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $23,555 | $7,113+231.2% | $6,326+272.3% | $6,730+250.0% |
| Admin fee / account holder | $8,788 | $20,916-58.0% | $17,523-49.8% | $14,365-38.8% |