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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 | $18,844 | $162,136-88.4% | $152,301-87.6% | $154,746-87.8% |
| Participation rate | 95.7% | 84.1%+11.5pp | 82.4%+13.2pp | 80.7%+15.0pp |
| Annual return | 21.20% | 91.02%-69.8pp | 80.50%-59.3pp | 172.34%-151.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,063 | $8,341+20.6% | $8,004+25.7% | $6,730+49.5% |
| Admin fee / account holder | $3,500 | $15,759-77.8% | $14,398-75.7% | $14,365-75.6% |