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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 | $20,993 | $155,555-86.5% | $146,866-85.7% | $155,188-86.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 14.87% | 115.41%-100.5pp | 102.85%-88.0pp | 148.84%-134.0pp |
| Employer contribution / active EE | $403 | $4,647-91.3% | $4,425-90.9% | $4,248-90.5% |
| Participant deferral / active EE | $4,921 | $8,044-38.8% | $7,759-36.6% | $6,531-24.7% |
| Admin fee / account holder | $615 | $14,755-95.8% | $13,620-95.5% | $14,480-95.8% |