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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 | $27,316 | $178,174-84.7% | $156,181-82.5% | $137,256-80.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 163.13% | 84.19%+78.9pp | 64.87%+98.3pp | 220.34%-57.2pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,235 | $6,888-38.5% | $6,132-30.9% | $6,407-33.9% |
| Admin fee / account holder | $1,256 | $17,404-92.8% | $14,586-91.4% | $12,270-89.8% |