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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 | $107,621 | $185,312-41.9% | $161,489-33.4% | $154,746-30.5% |
| Participation rate | 81.3% | 82.5%-1.2pp | 78.7%+2.6pp | 80.7%+0.5pp |
| Annual return | 15.15% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,985 | $6,350+57.3% | $5,630+77.4% | $6,730+48.4% |
| Admin fee / account holder | $27,198 | $18,654+45.8% | $16,006+69.9% | $14,365+89.3% |