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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 | $87,887 | $174,379-49.6% | $152,093-42.2% | $138,895-36.7% |
| Participation rate | 81.8% | 81.6%+0.2pp | 77.8%+4.1pp | 79.9%+1.9pp |
| Annual return | 19.92% | 74.86%-54.9pp | 66.36%-46.4pp | 145.39%-125.5pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,205 | $6,159+81.9% | $5,451+105.6% | $6,396+75.2% |
| Admin fee / account holder | $1,512 | $16,880-91.0% | $14,497-89.6% | $12,562-88.0% |