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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 | $31,946 | $155,555-79.5% | $146,866-78.2% | $155,188-79.4% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.5%-5.2pp | 80.8%-3.5pp |
| Annual return | 39.61% | 115.41%-75.8pp | 102.85%-63.2pp | 148.84%-109.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,943 | $8,044+48.5% | $7,759+53.9% | $6,531+82.9% |
| Admin fee / account holder | $5,006 | $14,755-66.1% | $13,620-63.2% | $14,480-65.4% |