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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 | $68,727 | $155,555-55.8% | $146,866-53.2% | $155,188-55.7% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 16.78% | 115.41%-98.6pp | 102.85%-86.1pp | 148.84%-132.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,645 | $8,044+82.0% | $7,759+88.7% | $6,531+124.2% |
| Admin fee / account holder | $10,533 | $14,755-28.6% | $13,620-22.7% | $14,480-27.3% |