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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 | $18,227 | $156,398-88.3% | $147,318-87.6% | $138,895-86.9% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 29.12% | 78.75%-49.6pp | 70.43%-41.3pp | 145.39%-116.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,265 | $8,237-48.2% | $7,906-46.1% | $6,396-33.3% |
| Admin fee / account holder | $1,466 | $14,976-90.2% | $13,708-89.3% | $12,562-88.3% |