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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 | $48,530 | $162,136-70.1% | $152,301-68.1% | $154,746-68.6% |
| Participation rate | 94.1% | 84.1%+10.0pp | 82.4%+11.7pp | 80.7%+13.4pp |
| Annual return | 21.16% | 91.02%-69.9pp | 80.50%-59.3pp | 172.34%-151.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $20,918 | $8,341+150.8% | $8,004+161.4% | $6,730+210.8% |
| Admin fee / account holder | $1,677 | $15,759-89.4% | $14,398-88.4% | $14,365-88.3% |