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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 | $45,665 | $162,136-71.8% | $152,301-70.0% | $154,746-70.5% |
| Participation rate | 81.3% | 84.1%-2.9pp | 82.4%-1.2pp | 80.7%+0.5pp |
| Annual return | 17.74% | 91.02%-73.3pp | 80.50%-62.8pp | 172.34%-154.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,276 | $8,341+83.1% | $8,004+90.9% | $6,730+127.0% |
| Admin fee / account holder | $9,478 | $15,759-39.9% | $14,398-34.2% | $14,365-34.0% |