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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 | $24,269 | $181,062-86.6% | $158,223-84.7% | $155,188-84.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.57% | 57.39%-35.8pp | 52.09%-30.5pp | 148.84%-127.3pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,488 | $6,134+22.1% | $5,467+37.0% | $6,531+14.6% |
| Admin fee / account holder | $964 | $18,825-94.9% | $16,047-94.0% | $14,480-93.3% |