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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 | $29,808 | $155,555-80.8% | $146,866-79.7% | $155,188-80.8% |
| Participation rate | 92.3% | 84.0%+8.4pp | 82.5%+9.8pp | 80.8%+11.5pp |
| Annual return | 20.89% | 115.41%-94.5pp | 102.85%-82.0pp | 148.84%-128.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,458 | $8,044+42.4% | $7,759+47.7% | $6,531+75.4% |
| Admin fee / account holder | $2,999 | $14,755-79.7% | $13,620-78.0% | $14,480-79.3% |