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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 | $22,653 | $172,111-86.8% | $150,298-84.9% | $137,256-83.5% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 22.33% | 69.37%-47.0pp | 62.79%-40.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,732 | $6,166-23.2% | $5,453-13.2% | $6,407-26.1% |
| Admin fee / account holder | $324 | $16,471-98.0% | $14,116-97.7% | $12,270-97.4% |