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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 | $49,466 | $102,609-51.8% | $98,090-49.6% | $138,895-64.4% |
| Participation rate | 85.7% | 82.8%+2.9pp | 81.5%+4.2pp | 79.9%+5.8pp |
| Annual return | 49.12% | 36.44%+12.7pp | 37.05%+12.1pp | 145.39%-96.3pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,724 | $8,167+92.5% | $7,845+100.4% | $6,396+145.8% |
| Admin fee / account holder | $1,785 | $11,434-84.4% | $11,815-84.9% | $12,562-85.8% |