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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 | $61,459 | $156,398-60.7% | $147,318-58.3% | $138,895-55.8% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 25.30% | 78.75%-53.4pp | 70.43%-45.1pp | 145.39%-120.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $14,428 | $8,237+75.2% | $7,906+82.5% | $6,396+125.6% |
| Admin fee / account holder | $571 | $14,976-96.2% | $13,708-95.8% | $12,562-95.5% |