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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 | $46,112 | $185,312-75.1% | $161,489-71.4% | $154,746-70.2% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 111.45% | 103.84%+7.6pp | 89.72%+21.7pp | 172.34%-60.9pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,601 | $6,350-27.5% | $5,630-18.3% | $6,730-31.6% |
| Admin fee / account holder | $1,531 | $18,654-91.8% | $16,006-90.4% | $14,365-89.3% |