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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 | $26,063 | $138,312-81.2% | $122,979-78.8% | $155,188-83.2% |
| Participation rate | 92.3% | 80.2%+12.1pp | 77.2%+15.1pp | 80.8%+11.5pp |
| Annual return | 25.23% | 22.06%+3.2pp | 20.12%+5.1pp | 148.84%-123.6pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $18,686 | $5,592+234.1% | $5,003+273.5% | $6,531+186.1% |
| Admin fee / account holder | $5,523 | $15,089-63.4% | $12,864-57.1% | $14,480-61.9% |