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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 | $71,207 | $162,136-56.1% | $152,301-53.2% | $154,746-54.0% |
| Participation rate | 72.7% | 84.1%-11.4pp | 82.4%-9.7pp | 80.7%-8.0pp |
| Annual return | 18.26% | 91.02%-72.8pp | 80.50%-62.2pp | 172.34%-154.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,156 | $8,341+45.7% | $8,004+51.9% | $6,730+80.6% |
| Admin fee / account holder | $2,335 | $15,759-85.2% | $14,398-83.8% | $14,365-83.7% |