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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 | $154,228-79.6% | $145,433-78.4% | $137,256-77.1% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 25.37% | 74.59%-49.2pp | 66.58%-41.2pp | 220.34%-195.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,186 | $8,216+36.1% | $7,897+41.6% | $6,407+74.6% |
| Admin fee / account holder | $795 | $14,344-94.5% | $13,129-93.9% | $12,270-93.5% |