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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 | $23,163 | $181,062-87.2% | $158,223-85.4% | $155,188-85.1% |
| Participation rate | 94.4% | 82.7%+11.8pp | 79.2%+15.2pp | 80.8%+13.6pp |
| Annual return | 17.31% | 57.39%-40.1pp | 52.09%-34.8pp | 148.84%-131.5pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,221 | $6,134-14.9% | $5,467-4.5% | $6,531-20.1% |
| Admin fee / account holder | $975 | $18,825-94.8% | $16,047-93.9% | $14,480-93.3% |