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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 | $69,763 | $156,398-55.4% | $147,318-52.6% | $138,895-49.8% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 18.39% | 78.75%-60.4pp | 70.43%-52.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,417 | $8,237+26.5% | $7,906+31.8% | $6,396+62.9% |
| Admin fee / account holder | $2,570 | $14,976-82.8% | $13,708-81.3% | $12,562-79.5% |