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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 | $92,543 | $155,555-40.5% | $146,866-37.0% | $155,188-40.4% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 17.42% | 115.41%-98.0pp | 102.85%-85.4pp | 148.84%-131.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,512 | $8,044+30.7% | $7,759+35.5% | $6,531+60.9% |
| Admin fee / account holder | $11,258 | $14,755-23.7% | $13,620-17.3% | $14,480-22.3% |