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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 | $15,419 | $180,749-91.5% | $160,784-90.4% | $137,256-88.8% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.0%+14.0pp | 80.0%+10.9pp |
| Annual return | 18.24% | 2234.46%-2216.2pp | 1803.92%-1785.7pp | 220.34%-202.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,916 | $6,844-13.6% | $6,293-6.0% | $6,407-7.7% |
| Admin fee / account holder | $397 | $10,397-96.2% | $9,717-95.9% | $12,270-96.8% |