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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 | $18,697 | $162,136-88.5% | $152,301-87.7% | $154,746-87.9% |
| Participation rate | 78.9% | 84.1%-5.2pp | 82.4%-3.5pp | 80.7%-1.8pp |
| Annual return | 83.18% | 91.02%-7.8pp | 80.50%+2.7pp | 172.34%-89.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,319 | $8,341+23.7% | $8,004+28.9% | $6,730+53.3% |
| Admin fee / account holder | $4,002 | $15,759-74.6% | $14,398-72.2% | $14,365-72.1% |