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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 | $68,390 | $165,381-58.6% | $149,730-54.3% | $158,966-57.0% |
| Participation rate | 78.3% | 84.6%-6.3pp | 82.5%-4.2pp | 82.0%-3.7pp |
| Annual return | 20.38% | 348.29%-327.9pp | 276.70%-256.3pp | 302.95%-282.6pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,755 | $7,182+35.8% | $6,843+42.6% | $5,983+63.0% |
| Admin fee / account holder | $14,674 | $10,809+35.7% | $9,310+57.6% | $11,250+30.4% |