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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 | $162,136-87.1% | $152,301-86.2% | $154,746-86.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 14.87% | 91.02%-76.2pp | 80.50%-65.6pp | 172.34%-157.5pp |
| Employer contribution / active EE | $403 | $4,890-91.8% | $4,624-91.3% | $4,379-90.8% |
| Participant deferral / active EE | $4,921 | $8,341-41.0% | $8,004-38.5% | $6,730-26.9% |
| Admin fee / account holder | $615 | $15,759-96.1% | $14,398-95.7% | $14,365-95.7% |