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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 | $22,521 | $157,296-85.7% | $141,191-84.0% | $152,897-85.3% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 74.42% | 64.34%+10.1pp | 71.41%+3.0pp | 345.43%-271.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,227 | $7,111+15.7% | $6,710+22.6% | $5,851+40.6% |
| Admin fee / account holder | $429 | $12,125-96.5% | $10,264-95.8% | $11,599-96.3% |