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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 | $66,957 | $155,555-57.0% | $146,866-54.4% | $155,188-56.9% |
| Participation rate | 76.9% | 84.0%-7.0pp | 82.5%-5.6pp | 80.8%-3.9pp |
| Annual return | 17.94% | 115.41%-97.5pp | 102.85%-84.9pp | 148.84%-130.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,088 | $8,044+50.3% | $7,759+55.8% | $6,531+85.1% |
| Admin fee / account holder | $5,763 | $14,755-60.9% | $13,620-57.7% | $14,480-60.2% |