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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 | $53,237 | $155,555-65.8% | $146,866-63.8% | $155,188-65.7% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.5%-0.2pp | 80.8%+1.5pp |
| Annual return | 21.02% | 115.41%-94.4pp | 102.85%-81.8pp | 148.84%-127.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,716 | $8,044+45.6% | $7,759+51.0% | $6,531+79.4% |
| Admin fee / account holder | $3,163 | $14,755-78.6% | $13,620-76.8% | $14,480-78.2% |