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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 | $64,794 | $181,062-64.2% | $158,223-59.0% | $155,188-58.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 21.68% | 57.39%-35.7pp | 52.09%-30.4pp | 148.84%-127.2pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,391 | $6,134+134.6% | $5,467+163.2% | $6,531+120.3% |
| Admin fee / account holder | $1,090 | $18,825-94.2% | $16,047-93.2% | $14,480-92.5% |