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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 | $65,068 | $107,666-39.6% | $102,184-36.3% | $154,746-58.0% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.7%+2.6pp |
| Annual return | 16.35% | 29.33%-13.0pp | 31.58%-15.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,424 | $8,719+65.4% | $8,309+73.6% | $6,730+114.3% |
| Admin fee / account holder | $34,646 | $12,943+167.7% | $11,609+198.5% | $14,365+141.2% |