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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 | $48,679 | $156,398-68.9% | $147,318-67.0% | $138,895-65.0% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 12.26% | 78.75%-66.5pp | 70.43%-58.2pp | 145.39%-133.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,221 | $8,237-0.2% | $7,906+4.0% | $6,396+28.5% |
| Admin fee / account holder | $47,169 | $14,976+215.0% | $13,708+244.1% | $12,562+275.5% |