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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 | $22,981 | $181,062-87.3% | $158,223-85.5% | $155,188-85.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 19.62% | 57.39%-37.8pp | 52.09%-32.5pp | 148.84%-129.2pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,760 | $6,134-55.0% | $5,467-49.5% | $6,531-57.7% |
| Admin fee / account holder | $369 | $18,825-98.0% | $16,047-97.7% | $14,480-97.4% |