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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 | $19,172 | $172,111-88.9% | $150,298-87.2% | $137,256-86.0% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 15.11% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,897 | $6,166-53.0% | $5,453-46.9% | $6,407-54.8% |
| Admin fee / account holder | $777 | $16,471-95.3% | $14,116-94.5% | $12,270-93.7% |