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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 | $56,555 | $185,312-69.5% | $161,489-65.0% | $154,746-63.5% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 14.19% | 103.84%-89.7pp | 89.72%-75.5pp | 172.34%-158.1pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,769 | $6,350+148.3% | $5,630+180.1% | $6,730+134.3% |
| Admin fee / account holder | $18,386 | $18,654-1.4% | $16,006+14.9% | $14,365+28.0% |