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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 | $156,398-70.1% | $147,318-68.3% | $138,895-66.4% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 79.9%+9.6pp |
| Annual return | 25.94% | 78.75%-52.8pp | 70.43%-44.5pp | 145.39%-119.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,787 | $8,237+6.7% | $7,906+11.1% | $6,396+37.4% |
| Admin fee / account holder | $6,049 | $14,976-59.6% | $13,708-55.9% | $12,562-51.8% |