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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 | $30,935 | $184,014-83.2% | $161,149-80.8% | $138,895-77.7% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.8%+8.7pp | 79.9%+7.6pp |
| Annual return | 21.08% | 21.52%-0.4pp | 21.16%-0.1pp | 145.39%-124.3pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,052 | $6,909-26.9% | $6,153-17.9% | $6,396-21.0% |
| Admin fee / account holder | $783 | $18,027-95.7% | $15,194-94.8% | $12,562-93.8% |