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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 | $29,348 | $154,228-81.0% | $145,433-79.8% | $137,256-78.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 15.33% | 74.59%-59.3pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,136 | $8,216-1.0% | $7,897+3.0% | $6,407+27.0% |
| Admin fee / account holder | $4,246 | $14,344-70.4% | $13,129-67.7% | $12,270-65.4% |