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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 | $156,398-75.7% | $147,318-74.2% | $138,895-72.7% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 79.9%-1.3pp |
| Annual return | 16.41% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,428 | $8,237+26.6% | $7,906+31.9% | $6,396+63.0% |
| Admin fee / account holder | $1,223 | $14,976-91.8% | $13,708-91.1% | $12,562-90.3% |