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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 | $37,871 | $154,228-75.4% | $145,433-74.0% | $137,256-72.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 18.53% | 74.59%-56.1pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,361 | $8,216+13.9% | $7,897+18.5% | $6,407+46.1% |
| Admin fee / account holder | $3,486 | $14,344-75.7% | $13,129-73.4% | $12,270-71.6% |