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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 | $49,335 | $155,555-68.3% | $146,866-66.4% | $155,188-68.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 15.85% | 115.41%-99.6pp | 102.85%-87.0pp | 148.84%-133.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $18,256 | $8,044+126.9% | $7,759+135.3% | $6,531+179.5% |
| Admin fee / account holder | $7,603 | $14,755-48.5% | $13,620-44.2% | $14,480-47.5% |