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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 | $75,992 | $155,555-51.1% | $146,866-48.3% | $155,188-51.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 19.81% | 115.41%-95.6pp | 102.85%-83.0pp | 148.84%-129.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,239 | $8,044+14.9% | $7,759+19.1% | $6,531+41.5% |
| Admin fee / account holder | $414 | $14,755-97.2% | $13,620-97.0% | $14,480-97.1% |