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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 | $155,555-87.9% | $146,866-87.2% | $155,188-87.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 11.66% | 115.41%-103.8pp | 102.85%-91.2pp | 148.84%-137.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,359 | $8,044-45.8% | $7,759-43.8% | $6,531-33.3% |
| Admin fee / account holder | $1,838 | $14,755-87.5% | $13,620-86.5% | $14,480-87.3% |