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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 | $49,396 | $155,555-68.2% | $146,866-66.4% | $155,188-68.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.5%+9.2pp | 80.8%+10.9pp |
| Annual return | 16.60% | 115.41%-98.8pp | 102.85%-86.2pp | 148.84%-132.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,577 | $8,044+43.9% | $7,759+49.2% | $6,531+77.3% |
| Admin fee / account holder | $5,882 | $14,755-60.1% | $13,620-56.8% | $14,480-59.4% |