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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 | $69,402 | $162,136-57.2% | $152,301-54.4% | $154,746-55.2% |
| Participation rate | 70.8% | 84.1%-13.3pp | 82.4%-11.6pp | 80.7%-9.9pp |
| Annual return | 22.08% | 91.02%-68.9pp | 80.50%-58.4pp | 172.34%-150.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,043 | $8,341-3.6% | $8,004+0.5% | $6,730+19.5% |
| Admin fee / account holder | $16,345 | $15,759+3.7% | $14,398+13.5% | $14,365+13.8% |