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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 | $174,379-87.0% | $152,093-85.1% | $138,895-83.7% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 22.33% | 74.86%-52.5pp | 66.36%-44.0pp | 145.39%-123.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,732 | $6,159-23.2% | $5,451-13.2% | $6,396-26.0% |
| Admin fee / account holder | $324 | $16,880-98.1% | $14,497-97.8% | $12,562-97.4% |