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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 | $155,555-75.2% | $146,866-73.8% | $155,188-75.2% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.5%+8.0pp | 80.8%+9.7pp |
| Annual return | 20.17% | 115.41%-95.2pp | 102.85%-82.7pp | 148.84%-128.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,251 | $8,044+15.0% | $7,759+19.2% | $6,531+41.6% |
| Admin fee / account holder | $3,338 | $14,755-77.4% | $13,620-75.5% | $14,480-76.9% |