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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 | $31,435 | $162,136-80.6% | $152,301-79.4% | $154,746-79.7% |
| Participation rate | 93.3% | 84.1%+9.2pp | 82.4%+10.9pp | 80.7%+12.6pp |
| Annual return | 25.37% | 91.02%-65.6pp | 80.50%-55.1pp | 172.34%-147.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,186 | $8,341+34.1% | $8,004+39.8% | $6,730+66.2% |
| Admin fee / account holder | $795 | $15,759-95.0% | $14,398-94.5% | $14,365-94.5% |