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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 | $41,720 | $182,442-77.1% | $163,379-74.5% | $138,895-70.0% |
| Participation rate | 83.3% | 79.8%+3.6pp | 76.8%+6.5pp | 79.9%+3.4pp |
| Annual return | 10.27% | 72.74%-62.5pp | 63.41%-53.1pp | 145.39%-135.1pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,665 | $6,817-75.6% | $6,282-73.5% | $6,396-74.0% |
| Admin fee / account holder | $1,969 | $10,396-81.1% | $9,818-79.9% | $12,562-84.3% |