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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 | $156,398-74.8% | $147,318-73.3% | $138,895-71.6% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.3pp | 79.9%+2.4pp |
| Annual return | 18.76% | 78.75%-60.0pp | 70.43%-51.7pp | 145.39%-126.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $25,860 | $8,237+213.9% | $7,906+227.1% | $6,396+304.3% |
| Admin fee / account holder | $11,656 | $14,976-22.2% | $13,708-15.0% | $12,562-7.2% |