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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 | $155,555-79.8% | $146,866-78.6% | $155,188-79.7% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.5%+10.8pp | 80.8%+12.5pp |
| Annual return | 25.37% | 115.41%-90.0pp | 102.85%-77.5pp | 148.84%-123.5pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,186 | $8,044+39.1% | $7,759+44.2% | $6,531+71.3% |
| Admin fee / account holder | $795 | $14,755-94.6% | $13,620-94.2% | $14,480-94.5% |