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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 | $35,187 | $227,291-84.5% | $214,702-83.6% | $155,188-77.3% |
| Participation rate | 86.7% | 88.0%-1.3pp | 87.5%-0.8pp | 80.8%+5.9pp |
| Annual return | 19.99% | 60.08%-40.1pp | 54.55%-34.6pp | 148.84%-128.8pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,130 | $9,582+5.7% | $9,147+10.7% | $6,531+55.1% |
| Admin fee / account holder | $1,391 | $20,413-93.2% | $19,830-93.0% | $14,480-90.4% |