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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 | $17,894 | $148,623-88.0% | $135,974-86.8% | $139,466-87.2% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 29.52% | 79.30%-49.8pp | 68.30%-38.8pp | 373.66%-344.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,988 | $8,103+10.9% | $7,760+15.8% | $6,712+33.9% |
| Admin fee / account holder | $1,017 | $12,406-91.8% | $10,767-90.6% | $11,409-91.1% |