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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 | $99,959 | $156,398-36.1% | $147,318-32.1% | $138,895-28.0% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 79.9%-3.4pp |
| Annual return | 19.97% | 78.75%-58.8pp | 70.43%-50.5pp | 145.39%-125.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,567 | $8,237+89.0% | $7,906+96.9% | $6,396+143.4% |
| Admin fee / account holder | $2,778 | $14,976-81.5% | $13,708-79.7% | $12,562-77.9% |