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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 | $123,782 | $155,555-20.4% | $146,866-15.7% | $155,188-20.2% |
| Participation rate | 81.8% | 84.0%-2.1pp | 82.5%-0.7pp | 80.8%+1.0pp |
| Annual return | 11.62% | 115.41%-103.8pp | 102.85%-91.2pp | 148.84%-137.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,699 | $8,044+8.1% | $7,759+12.1% | $6,531+33.2% |
| Admin fee / account holder | $191,077 | $14,755+1195.0% | $13,620+1302.9% | $14,480+1219.6% |