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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 | $28,089 | $156,398-82.0% | $147,318-80.9% | $138,895-79.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 27.22% | 78.75%-51.5pp | 70.43%-43.2pp | 145.39%-118.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,015 | $8,237-14.8% | $7,906-11.3% | $6,396+9.7% |
| Admin fee / account holder | $472 | $14,976-96.9% | $13,708-96.6% | $12,562-96.2% |