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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 | $45,485 | $155,555-70.8% | $146,866-69.0% | $155,188-70.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 18.11% | 115.41%-97.3pp | 102.85%-84.7pp | 148.84%-130.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,654 | $8,044+32.4% | $7,759+37.3% | $6,531+63.1% |
| Admin fee / account holder | $2,805 | $14,755-81.0% | $13,620-79.4% | $14,480-80.6% |