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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 | $46,015 | $123,898-62.9% | $116,538-60.5% | $155,188-70.3% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.8%+2.5pp |
| Annual return | 18.65% | 16.04%+2.6pp | 17.97%+0.7pp | 148.84%-130.2pp |
| Employer contribution / active EE | $0 | $4,739-100.0% | $4,541-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $15,735 | $6,400+145.9% | $6,207+153.5% | $6,531+140.9% |
| Admin fee / account holder | $10,421 | $9,174+13.6% | $8,737+19.3% | $14,480-28.0% |