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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 | $20,792 | $156,398-86.7% | $147,318-85.9% | $138,895-85.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 20.79% | 78.75%-58.0pp | 70.43%-49.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,007 | $8,237-39.2% | $7,906-36.7% | $6,396-21.7% |
| Admin fee / account holder | $5,081 | $14,976-66.1% | $13,708-62.9% | $12,562-59.6% |