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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 | $24,480 | $108,911-77.5% | $100,392-75.6% | $145,884-83.2% |
| Participation rate | 85.0% | 83.0%+2.0pp | 81.5%+3.5pp | 80.3%+4.7pp |
| Annual return | 35.06% | 58.23%-23.2pp | 49.45%-14.4pp | 551.85%-516.8pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,370 | $8,459+10.8% | $8,090+15.8% | $6,690+40.1% |
| Admin fee / account holder | $618 | $9,698-93.6% | $7,904-92.2% | $13,392-95.4% |