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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 | $47,697 | $156,398-69.5% | $147,318-67.6% | $138,895-65.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 16.38% | 78.75%-62.4pp | 70.43%-54.1pp | 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 | $11,837 | $8,237+43.7% | $7,906+49.7% | $6,396+85.1% |
| Admin fee / account holder | $7,944 | $14,976-47.0% | $13,708-42.0% | $12,562-36.8% |