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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 | $18,848 | $162,136-88.4% | $152,301-87.6% | $154,746-87.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 11.66% | 91.02%-79.4pp | 80.50%-68.8pp | 172.34%-160.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,359 | $8,341-47.7% | $8,004-45.5% | $6,730-35.2% |
| Admin fee / account holder | $1,838 | $15,759-88.3% | $14,398-87.2% | $14,365-87.2% |