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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 | $43,580 | $155,555-72.0% | $146,866-70.3% | $155,188-71.9% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.5%+12.9pp | 80.8%+14.7pp |
| Annual return | 22.05% | 115.41%-93.4pp | 102.85%-80.8pp | 148.84%-126.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $19,506 | $8,044+142.5% | $7,759+151.4% | $6,531+198.7% |
| Admin fee / account holder | $4,700 | $14,755-68.1% | $13,620-65.5% | $14,480-67.5% |