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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 | $181,062-87.5% | $158,223-85.7% | $155,188-85.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 79.2%+9.7pp | 80.8%+8.1pp |
| Annual return | 22.33% | 57.39%-35.1pp | 52.09%-29.8pp | 148.84%-126.5pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,732 | $6,134-22.9% | $5,467-13.4% | $6,531-27.5% |
| Admin fee / account holder | $324 | $18,825-98.3% | $16,047-98.0% | $14,480-97.8% |