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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 | $28,535 | $162,136-82.4% | $152,301-81.3% | $154,746-81.6% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 28.03% | 91.02%-63.0pp | 80.50%-52.5pp | 172.34%-144.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $17,339 | $8,341+107.9% | $8,004+116.6% | $6,730+157.6% |
| Admin fee / account holder | $478 | $15,759-97.0% | $14,398-96.7% | $14,365-96.7% |