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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 | $95,106 | $156,398-39.2% | $147,318-35.4% | $138,895-31.5% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 16.00% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,411 | $8,237+62.8% | $7,906+69.6% | $6,396+109.7% |
| Admin fee / account holder | $15,908 | $14,976+6.2% | $13,708+16.1% | $12,562+26.6% |