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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 | $26,710 | $155,555-82.8% | $146,866-81.8% | $155,188-82.8% |
| Participation rate | 90.9% | 84.0%+7.0pp | 82.5%+8.4pp | 80.8%+10.1pp |
| Annual return | 15.03% | 115.41%-100.4pp | 102.85%-87.8pp | 148.84%-133.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,063 | $8,044+12.7% | $7,759+16.8% | $6,531+38.8% |
| Admin fee / account holder | $9,424 | $14,755-36.1% | $13,620-30.8% | $14,480-34.9% |