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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 | $43,244 | $154,228-72.0% | $145,433-70.3% | $137,256-68.5% |
| Participation rate | 73.7% | 83.8%-10.1pp | 82.1%-8.4pp | 80.0%-6.3pp |
| Annual return | 25.93% | 74.59%-48.7pp | 66.58%-40.6pp | 220.34%-194.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,016 | $8,216+82.8% | $7,897+90.1% | $6,407+134.4% |
| Admin fee / account holder | $2,037 | $14,344-85.8% | $13,129-84.5% | $12,270-83.4% |