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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 | $41,280 | $156,398-73.6% | $147,318-72.0% | $138,895-70.3% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 21.41% | 78.75%-57.3pp | 70.43%-49.0pp | 145.39%-124.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,457 | $8,237+26.9% | $7,906+32.3% | $6,396+63.5% |
| Admin fee / account holder | $2,872 | $14,976-80.8% | $13,708-79.1% | $12,562-77.1% |