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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 | $48,053 | $165,361-70.9% | $149,715-67.9% | $158,950-69.8% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 14.39% | 348.24%-333.8pp | 276.66%-262.3pp | 302.91%-288.5pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,765 | $7,182+22.0% | $6,842+28.1% | $5,983+46.5% |
| Admin fee / account holder | $6,816 | $10,808-36.9% | $9,310-26.8% | $11,248-39.4% |