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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 | $55,298 | $155,555-64.5% | $146,866-62.3% | $155,188-64.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 17.18% | 115.41%-98.2pp | 102.85%-85.7pp | 148.84%-131.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,255 | $8,044+15.0% | $7,759+19.3% | $6,531+41.7% |
| Admin fee / account holder | $1,193 | $14,755-91.9% | $13,620-91.2% | $14,480-91.8% |