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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 | $74,549 | $103,393-27.9% | $87,103-14.4% | $152,909-51.2% |
| Participation rate | 85.7% | 79.4%+6.4pp | 76.9%+8.8pp | 82.5%+3.3pp |
| Annual return | 20.18% | 28.10%-7.9pp | 28.19%-8.0pp | 345.46%-325.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,384 | $4,778-8.3% | $4,049+8.3% | $5,851-25.1% |
| Admin fee / account holder | $2,565 | $12,195-79.0% | $7,491-65.8% | $11,601-77.9% |