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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 | $37,954 | $155,555-75.6% | $146,866-74.2% | $155,188-75.5% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.5%-3.9pp | 80.8%-2.2pp |
| Annual return | 16.41% | 115.41%-99.0pp | 102.85%-86.4pp | 148.84%-132.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,428 | $8,044+29.6% | $7,759+34.4% | $6,531+59.7% |
| Admin fee / account holder | $1,223 | $14,755-91.7% | $13,620-91.0% | $14,480-91.6% |