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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 | $156,398-68.5% | $147,318-66.5% | $138,895-64.5% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 15.85% | 78.75%-62.9pp | 70.43%-54.6pp | 145.39%-129.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $18,256 | $8,237+121.6% | $7,906+130.9% | $6,396+185.4% |
| Admin fee / account holder | $7,603 | $14,976-49.2% | $13,708-44.5% | $12,562-39.5% |