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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 | $20,230 | $162,136-87.5% | $152,301-86.7% | $154,746-86.9% |
| Participation rate | 93.8% | 84.1%+9.6pp | 82.4%+11.3pp | 80.7%+13.0pp |
| Annual return | 13.82% | 91.02%-77.2pp | 80.50%-66.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,363 | $8,341+12.3% | $8,004+17.0% | $6,730+39.1% |
| Admin fee / account holder | $14,149 | $15,759-10.2% | $14,398-1.7% | $14,365-1.5% |