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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 | $49,983 | $154,228-67.6% | $145,433-65.6% | $137,256-63.6% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 16.53% | 74.59%-58.1pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,202 | $8,216-0.2% | $7,897+3.9% | $6,407+28.0% |
| Admin fee / account holder | $5,234 | $14,344-63.5% | $13,129-60.1% | $12,270-57.3% |