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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 | $21,462 | $148,623-85.6% | $135,974-84.2% | $139,466-84.6% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.1pp |
| Annual return | 22.80% | 79.30%-56.5pp | 68.30%-45.5pp | 373.66%-350.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,058 | $8,103+24.1% | $7,760+29.6% | $6,712+49.8% |
| Admin fee / account holder | $2,072 | $12,406-83.3% | $10,767-80.8% | $11,409-81.8% |