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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 | $36,261 | $156,398-76.8% | $147,318-75.4% | $138,895-73.9% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.8pp | 79.9%+12.9pp |
| Annual return | 22.80% | 78.75%-56.0pp | 70.43%-47.6pp | 145.39%-122.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,867 | $8,237+44.1% | $7,906+50.1% | $6,396+85.5% |
| Admin fee / account holder | $331 | $14,976-97.8% | $13,708-97.6% | $12,562-97.4% |