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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 | $47,941 | $156,398-69.3% | $147,318-67.5% | $138,895-65.5% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 18.12% | 78.75%-60.6pp | 70.43%-52.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,860 | $8,237+92.5% | $7,906+100.6% | $6,396+148.0% |
| Admin fee / account holder | $884 | $14,976-94.1% | $13,708-93.6% | $12,562-93.0% |