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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 | $48,469 | $156,398-69.0% | $147,318-67.1% | $138,895-65.1% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 15.69% | 78.75%-63.1pp | 70.43%-54.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $17,457 | $8,237+111.9% | $7,906+120.8% | $6,396+172.9% |
| Admin fee / account holder | $10,008 | $14,976-33.2% | $13,708-27.0% | $12,562-20.3% |