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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 | $38,951 | $182,442-78.7% | $163,379-76.2% | $138,895-72.0% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.8%+3.2pp | 79.9%+0.1pp |
| Annual return | 15.25% | 72.74%-57.5pp | 63.41%-48.2pp | 145.39%-130.1pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,843 | $6,817-73.0% | $6,282-70.7% | $6,396-71.2% |
| Admin fee / account holder | $9,836 | $10,396-5.4% | $9,818+0.2% | $12,562-21.7% |