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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 | $32,629 | $156,398-79.1% | $147,318-77.9% | $138,895-76.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 21.94% | 78.75%-56.8pp | 70.43%-48.5pp | 145.39%-123.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,050 | $8,237-2.3% | $7,906+1.8% | $6,396+25.9% |
| Admin fee / account holder | $893 | $14,976-94.0% | $13,708-93.5% | $12,562-92.9% |