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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 | $162,136-72.7% | $152,301-71.0% | $154,746-71.4% |
| Participation rate | 92.9% | 84.1%+8.8pp | 82.4%+10.4pp | 80.7%+12.2pp |
| Annual return | 15.03% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $21,975 | $8,341+163.5% | $8,004+174.6% | $6,730+226.5% |
| Admin fee / account holder | $26,562 | $15,759+68.5% | $14,398+84.5% | $14,365+84.9% |