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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 | $23,123 | $162,136-85.7% | $152,301-84.8% | $154,746-85.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 16.26% | 91.02%-74.8pp | 80.50%-64.2pp | 172.34%-156.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,936 | $8,341-4.9% | $8,004-0.8% | $6,730+17.9% |
| Admin fee / account holder | $16,394 | $15,759+4.0% | $14,398+13.9% | $14,365+14.1% |