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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 | $24,127 | $156,398-84.6% | $147,318-83.6% | $138,895-82.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 22.84% | 78.75%-55.9pp | 70.43%-47.6pp | 145.39%-122.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,898 | $8,237+68.7% | $7,906+75.8% | $6,396+117.3% |
| Admin fee / account holder | $3,272 | $14,976-78.2% | $13,708-76.1% | $12,562-74.0% |