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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 | $25,027 | $185,312-86.5% | $161,489-84.5% | $154,746-83.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.85% | 103.84%-84.0pp | 89.72%-69.9pp | 172.34%-152.5pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,216 | $6,350+29.4% | $5,630+45.9% | $6,730+22.1% |
| Admin fee / account holder | $635 | $18,654-96.6% | $16,006-96.0% | $14,365-95.6% |