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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 | $44,496 | $136,860-67.5% | $120,344-63.0% | $154,746-71.2% |
| Participation rate | 90.5% | 79.9%+10.6pp | 76.7%+13.8pp | 80.7%+9.8pp |
| Annual return | 21.24% | 21.38%-0.1pp | 20.30%+0.9pp | 172.34%-151.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,601 | $5,793+100.3% | $5,135+125.9% | $6,730+72.4% |
| Admin fee / account holder | $422 | $15,393-97.3% | $12,742-96.7% | $14,365-97.1% |