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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 | $29,703 | $155,555-80.9% | $146,866-79.8% | $155,188-80.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 12.20% | 115.41%-103.2pp | 102.85%-90.7pp | 148.84%-136.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,754 | $8,044-28.5% | $7,759-25.8% | $6,531-11.9% |
| Admin fee / account holder | $1,768 | $14,755-88.0% | $13,620-87.0% | $14,480-87.8% |