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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 | $39,390 | $155,555-74.7% | $146,866-73.2% | $155,188-74.6% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.5%-0.2pp | 80.8%+1.5pp |
| Annual return | 18.76% | 115.41%-96.7pp | 102.85%-84.1pp | 148.84%-130.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $25,860 | $8,044+221.5% | $7,759+233.3% | $6,531+295.9% |
| Admin fee / account holder | $11,656 | $14,755-21.0% | $13,620-14.4% | $14,480-19.5% |