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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 | $43,952 | $154,228-71.5% | $145,433-69.8% | $137,256-68.0% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 21.13% | 74.59%-53.5pp | 66.58%-45.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,021 | $8,216+46.3% | $7,897+52.2% | $6,407+87.6% |
| Admin fee / account holder | $1,081 | $14,344-92.5% | $13,129-91.8% | $12,270-91.2% |