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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 | $172,758-88.8% | $149,600-87.0% | $138,895-86.0% |
| Participation rate | 83.3% | 80.2%+3.1pp | 77.2%+6.2pp | 79.9%+3.4pp |
| Annual return | 15.99% | 181.17%-165.2pp | 129.59%-113.6pp | 145.39%-129.4pp |
| Employer contribution / active EE | $0 | $4,778-100.0% | $4,193-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,285 | $8,180+13.5% | $7,203+28.9% | $6,396+45.2% |
| Admin fee / account holder | $3,604 | $17,615-79.5% | $13,963-74.2% | $12,562-71.3% |