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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 | $19,062 | $162,136-88.2% | $152,301-87.5% | $154,746-87.7% |
| Participation rate | 84.2% | 84.1%+0.1pp | 82.4%+1.8pp | 80.7%+3.5pp |
| Annual return | 20.67% | 91.02%-70.4pp | 80.50%-59.8pp | 172.34%-151.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,296 | $8,341+83.4% | $8,004+91.1% | $6,730+127.3% |
| Admin fee / account holder | $6,834 | $15,759-56.6% | $14,398-52.5% | $14,365-52.4% |