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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 | $156,398-79.6% | $147,318-78.3% | $138,895-77.0% |
| Participation rate | 77.3% | 83.8%-6.5pp | 82.1%-4.8pp | 79.9%-2.6pp |
| Annual return | 39.61% | 78.75%-39.1pp | 70.43%-30.8pp | 145.39%-105.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,943 | $8,237+45.0% | $7,906+51.0% | $6,396+86.7% |
| Admin fee / account holder | $5,006 | $14,976-66.6% | $13,708-63.5% | $12,562-60.2% |