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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 | $18,137 | $182,442-90.1% | $163,379-88.9% | $138,895-86.9% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.8%+14.1pp | 79.9%+11.0pp |
| Annual return | 11.88% | 72.74%-60.9pp | 63.41%-51.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,854 | $6,817-28.8% | $6,282-22.7% | $6,396-24.1% |
| Admin fee / account holder | $867 | $10,396-91.7% | $9,818-91.2% | $12,562-93.1% |