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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 | $67,663 | $155,555-56.5% | $146,866-53.9% | $155,188-56.4% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.5%+12.2pp | 80.8%+13.9pp |
| Annual return | 17.77% | 115.41%-97.6pp | 102.85%-85.1pp | 148.84%-131.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $19,054 | $8,044+136.9% | $7,759+145.6% | $6,531+191.7% |
| Admin fee / account holder | $15,145 | $14,755+2.6% | $13,620+11.2% | $14,480+4.6% |