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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 | $156,398-66.0% | $147,318-63.9% | $138,895-61.7% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.3pp | 79.9%+2.4pp |
| Annual return | 21.02% | 78.75%-57.7pp | 70.43%-49.4pp | 145.39%-124.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,716 | $8,237+42.2% | $7,906+48.2% | $6,396+83.2% |
| Admin fee / account holder | $3,163 | $14,976-78.9% | $13,708-76.9% | $12,562-74.8% |