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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 | $46,685 | $155,555-70.0% | $146,866-68.2% | $155,188-69.9% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.5%+7.0pp | 80.8%+8.7pp |
| Annual return | 25.94% | 115.41%-89.5pp | 102.85%-76.9pp | 148.84%-122.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,787 | $8,044+9.2% | $7,759+13.2% | $6,531+34.5% |
| Admin fee / account holder | $6,049 | $14,755-59.0% | $13,620-55.6% | $14,480-58.2% |