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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 | $44,193 | $155,555-71.6% | $146,866-69.9% | $155,188-71.5% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.5%+10.3pp | 80.8%+12.1pp |
| Annual return | 15.03% | 115.41%-100.4pp | 102.85%-87.8pp | 148.84%-133.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $21,975 | $8,044+173.2% | $7,759+183.2% | $6,531+236.5% |
| Admin fee / account holder | $26,562 | $14,755+80.0% | $13,620+95.0% | $14,480+83.4% |