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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 | $54,484 | $156,398-65.2% | $147,318-63.0% | $138,895-60.8% |
| Participation rate | 93.3% | 83.8%+9.6pp | 82.1%+11.3pp | 79.9%+13.4pp |
| Annual return | 18.56% | 78.75%-60.2pp | 70.43%-51.9pp | 145.39%-126.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $25,462 | $8,237+209.1% | $7,906+222.0% | $6,396+298.1% |
| Admin fee / account holder | $12,596 | $14,976-15.9% | $13,708-8.1% | $12,562+0.3% |