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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 | $41,700 | $162,136-74.3% | $152,301-72.6% | $154,746-73.1% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 15.47% | 91.02%-75.6pp | 80.50%-65.0pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,422 | $8,341+1.0% | $8,004+5.2% | $6,730+25.1% |
| Admin fee / account holder | $14,006 | $15,759-11.1% | $14,398-2.7% | $14,365-2.5% |