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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 | $38,539 | $162,136-76.2% | $152,301-74.7% | $154,746-75.1% |
| Participation rate | 90.5% | 84.1%+6.4pp | 82.4%+8.0pp | 80.7%+9.8pp |
| Annual return | 20.17% | 91.02%-70.9pp | 80.50%-60.3pp | 172.34%-152.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,251 | $8,341+10.9% | $8,004+15.6% | $6,730+37.4% |
| Admin fee / account holder | $3,338 | $15,759-78.8% | $14,398-76.8% | $14,365-76.8% |