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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 | $17,397 | $154,228-88.7% | $145,433-88.0% | $137,256-87.3% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 27.77% | 74.59%-46.8pp | 66.58%-38.8pp | 220.34%-192.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,734 | $8,216+6.3% | $7,897+10.6% | $6,407+36.3% |
| Admin fee / account holder | $5,789 | $14,344-59.6% | $13,129-55.9% | $12,270-52.8% |