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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 | $40,769 | $156,398-73.9% | $147,318-72.3% | $138,895-70.6% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 22.74% | 78.75%-56.0pp | 70.43%-47.7pp | 145.39%-122.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $16,695 | $8,237+102.7% | $7,906+111.2% | $6,396+161.0% |
| Admin fee / account holder | $6,500 | $14,976-56.6% | $13,708-52.6% | $12,562-48.3% |