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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 | $16,460 | $156,398-89.5% | $147,318-88.8% | $138,895-88.1% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 21.39% | 78.75%-57.4pp | 70.43%-49.0pp | 145.39%-124.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,010 | $8,237-27.0% | $7,906-24.0% | $6,396-6.0% |
| Admin fee / account holder | $318 | $14,976-97.9% | $13,708-97.7% | $12,562-97.5% |