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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 | $19,413 | $158,393-87.7% | $143,412-86.5% | $155,188-87.5% |
| Participation rate | 83.3% | 79.7%+3.6pp | 78.5%+4.9pp | 80.8%+2.5pp |
| Annual return | 15.99% | 324.22%-308.2pp | 256.99%-241.0pp | 148.84%-132.8pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $3,748-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,285 | $7,193+29.1% | $6,816+36.2% | $6,531+42.2% |
| Admin fee / account holder | $3,604 | $12,964-72.2% | $11,396-68.4% | $14,480-75.1% |