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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 | $42,383 | $162,136-73.9% | $152,301-72.2% | $154,746-72.6% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 13.58% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,709 | $8,341-7.6% | $8,004-3.7% | $6,730+14.5% |
| Admin fee / account holder | $17,040 | $15,759+8.1% | $14,398+18.4% | $14,365+18.6% |