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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 | $64,563 | $162,136-60.2% | $152,301-57.6% | $154,746-58.3% |
| Participation rate | 70.8% | 84.1%-13.3pp | 82.4%-11.6pp | 80.7%-9.9pp |
| Annual return | 12.33% | 91.02%-78.7pp | 80.50%-68.2pp | 172.34%-160.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,601 | $8,341+75.1% | $8,004+82.4% | $6,730+116.9% |
| Admin fee / account holder | $17,757 | $15,759+12.7% | $14,398+23.3% | $14,365+23.6% |