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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 | $31,648 | $155,555-79.7% | $146,866-78.5% | $155,188-79.6% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.5%-9.2pp | 80.8%-7.5pp |
| Annual return | 23.92% | 115.41%-91.5pp | 102.85%-78.9pp | 148.84%-124.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,222 | $8,044+27.1% | $7,759+31.7% | $6,531+56.5% |
| Admin fee / account holder | $1,589 | $14,755-89.2% | $13,620-88.3% | $14,480-89.0% |