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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 | $29,420 | $165,399-82.2% | $149,745-80.4% | $158,982-81.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 18.74% | 348.34%-329.6pp | 276.72%-258.0pp | 302.99%-284.2pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,247 | $7,183-26.9% | $6,843-23.3% | $5,983-12.3% |
| Admin fee / account holder | $1,116 | $10,811-89.7% | $9,312-88.0% | $11,252-90.1% |