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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 | $55,747 | $156,398-64.4% | $147,318-62.2% | $138,895-59.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.78% | 78.75%-59.0pp | 70.43%-50.7pp | 145.39%-125.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $14,906 | $8,237+80.9% | $7,906+88.5% | $6,396+133.0% |
| Admin fee / account holder | $3,643 | $14,976-75.7% | $13,708-73.4% | $12,562-71.0% |