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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 | $41,577 | $135,956-69.4% | $123,894-66.4% | $273,972-84.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 4.97% | 56.63%-51.7pp | 47.52%-42.5pp | 41.46%-36.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,160 | $6,343-2.9% | $5,984+2.9% | $5,287+16.5% |
| Admin fee / account holder | $1,407 | $9,817-85.7% | $8,357-83.2% | $10,133-86.1% |