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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 | $32,223 | $174,379-81.5% | $152,093-78.8% | $138,895-76.8% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 20.43% | 74.86%-54.4pp | 66.36%-45.9pp | 145.39%-125.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,075 | $6,159+14.9% | $5,451+29.8% | $6,396+10.6% |
| Admin fee / account holder | $1,833 | $16,880-89.1% | $14,497-87.4% | $12,562-85.4% |