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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 | $25,926 | $155,555-83.3% | $146,866-82.3% | $155,188-83.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 14.47% | 115.41%-100.9pp | 102.85%-88.4pp | 148.84%-134.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,186 | $8,044+26.6% | $7,759+31.3% | $6,531+56.0% |
| Admin fee / account holder | $10,695 | $14,755-27.5% | $13,620-21.5% | $14,480-26.1% |