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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 | $49,501 | $156,398-68.3% | $147,318-66.4% | $138,895-64.4% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 19.83% | 78.75%-58.9pp | 70.43%-50.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,627 | $8,237-43.8% | $7,906-41.5% | $6,396-27.7% |
| Admin fee / account holder | $1,002 | $14,976-93.3% | $13,708-92.7% | $12,562-92.0% |