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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 | $22,049 | $100,970-78.2% | $96,576-77.2% | $137,256-83.9% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 35.69% | 38.16%-2.5pp | 38.47%-2.8pp | 220.34%-184.7pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,289 | $8,286+12.1% | $7,956+16.8% | $6,407+45.0% |
| Admin fee / account holder | $873 | $11,312-92.3% | $11,381-92.3% | $12,270-92.9% |