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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 | $22,550 | $100,970-77.7% | $96,576-76.7% | $137,256-83.6% |
| Participation rate | 82.6% | 82.6%0pp | 81.4%+1.2pp | 80.0%+2.6pp |
| Annual return | 20.55% | 38.16%-17.6pp | 38.47%-17.9pp | 220.34%-199.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,228 | $8,286-36.9% | $7,956-34.3% | $6,407-18.4% |
| Admin fee / account holder | $706 | $11,312-93.8% | $11,381-93.8% | $12,270-94.2% |