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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 | $56,181 | $146,267-61.6% | $197,124-71.5% | $82,448-31.9% |
| Participation rate | 90.3% | 84.0%+6.3pp | 86.7%+3.6pp | 68.1%+22.3pp |
| Annual return | 19.37% | 29.61%-10.2pp | 44.34%-25.0pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,140 | $7,035+29.9% | $9,135+0.1% | $4,139+120.8% |
| Admin fee / account holder | $1,558 | $14,422-89.2% | $16,298-90.4% | $7,234-78.5% |