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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 | $154,228-69.1% | $145,433-67.3% | $137,256-65.3% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 57.42% | 74.59%-17.2pp | 66.58%-9.2pp | 220.34%-162.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,142 | $8,216-0.9% | $7,897+3.1% | $6,407+27.1% |
| Admin fee / account holder | $1,160 | $14,344-91.9% | $13,129-91.2% | $12,270-90.5% |