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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 | $17,754 | $154,228-88.5% | $145,433-87.8% | $137,256-87.1% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 26.50% | 74.59%-48.1pp | 66.58%-40.1pp | 220.34%-193.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,020 | $8,216+34.1% | $7,897+39.5% | $6,407+72.0% |
| Admin fee / account holder | $3,737 | $14,344-73.9% | $13,129-71.5% | $12,270-69.5% |