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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 | $39,348 | $155,555-74.7% | $146,866-73.2% | $155,188-74.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 13.09% | 115.41%-102.3pp | 102.85%-89.8pp | 148.84%-135.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,131 | $8,044-61.1% | $7,759-59.6% | $6,531-52.1% |
| Admin fee / account holder | $9,062 | $14,755-38.6% | $13,620-33.5% | $14,480-37.4% |