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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 | $68,213 | $155,555-56.1% | $146,866-53.6% | $155,188-56.0% |
| Participation rate | 73.9% | 84.0%-10.0pp | 82.5%-8.6pp | 80.8%-6.9pp |
| Annual return | 12.84% | 115.41%-102.6pp | 102.85%-90.0pp | 148.84%-136.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,082 | $8,044+12.9% | $7,759+17.0% | $6,531+39.1% |
| Admin fee / account holder | $19,195 | $14,755+30.1% | $13,620+40.9% | $14,480+32.6% |