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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 | $29,851 | $154,228-80.6% | $145,433-79.5% | $137,256-78.3% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 21.93% | 74.59%-52.7pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,999 | $8,216-27.0% | $7,897-24.0% | $6,407-6.4% |
| Admin fee / account holder | $4,398 | $14,344-69.3% | $13,129-66.5% | $12,270-64.2% |