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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 | $54,079 | $155,555-65.2% | $146,866-63.2% | $155,188-65.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 18.17% | 115.41%-97.2pp | 102.85%-84.7pp | 148.84%-130.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,992 | $8,044+36.6% | $7,759+41.7% | $6,531+68.3% |
| Admin fee / account holder | $23,062 | $14,755+56.3% | $13,620+69.3% | $14,480+59.3% |