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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 | $47,589 | $156,398-69.6% | $147,318-67.7% | $138,895-65.7% |
| Participation rate | 93.3% | 83.8%+9.6pp | 82.1%+11.3pp | 79.9%+13.4pp |
| Annual return | 57.42% | 78.75%-21.3pp | 70.43%-13.0pp | 145.39%-88.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,142 | $8,237-1.2% | $7,906+3.0% | $6,396+27.3% |
| Admin fee / account holder | $1,160 | $14,976-92.3% | $13,708-91.5% | $12,562-90.8% |