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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 | $44,236 | $181,062-75.6% | $158,223-72.0% | $155,188-71.5% |
| Participation rate | 95.2% | 82.7%+12.6pp | 79.2%+16.0pp | 80.8%+14.4pp |
| Annual return | 12.24% | 57.39%-45.1pp | 52.09%-39.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,915 | $6,134+29.0% | $5,467+44.8% | $6,531+21.2% |
| Admin fee / account holder | $303 | $18,825-98.4% | $16,047-98.1% | $14,480-97.9% |