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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 | $25,798 | $154,228-83.3% | $145,433-82.3% | $137,256-81.2% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 24.33% | 74.59%-50.3pp | 66.58%-42.2pp | 220.34%-196.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,305 | $8,216+1.1% | $7,897+5.2% | $6,407+29.6% |
| Admin fee / account holder | $2,720 | $14,344-81.0% | $13,129-79.3% | $12,270-77.8% |