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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 | $17,159 | $155,555-89.0% | $146,866-88.3% | $155,188-88.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.5%-4.7pp | 80.8%-3.0pp |
| Annual return | 21.46% | 115.41%-94.0pp | 102.85%-81.4pp | 148.84%-127.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,564 | $8,044-43.3% | $7,759-41.2% | $6,531-30.1% |
| Admin fee / account holder | $347 | $14,755-97.7% | $13,620-97.5% | $14,480-97.6% |