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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 | $40,528 | $162,136-75.0% | $152,301-73.4% | $154,746-73.8% |
| Participation rate | 95.8% | 84.1%+11.7pp | 82.4%+13.4pp | 80.7%+15.1pp |
| Annual return | 26.37% | 91.02%-64.7pp | 80.50%-54.1pp | 172.34%-146.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,968 | $8,341+67.5% | $8,004+74.5% | $6,730+107.5% |
| Admin fee / account holder | $6,618 | $15,759-58.0% | $14,398-54.0% | $14,365-53.9% |