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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 | $155,555-88.0% | $146,866-87.3% | $155,188-88.0% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.5%-3.6pp | 80.8%-1.9pp |
| Annual return | 83.18% | 115.41%-32.2pp | 102.85%-19.7pp | 148.84%-65.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,319 | $8,044+28.3% | $7,759+33.0% | $6,531+58.0% |
| Admin fee / account holder | $4,002 | $14,755-72.9% | $13,620-70.6% | $14,480-72.4% |