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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 | $19,783 | $155,555-87.3% | $146,866-86.5% | $155,188-87.3% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.5%+12.5pp | 80.8%+14.2pp |
| Annual return | 24.32% | 115.41%-91.1pp | 102.85%-78.5pp | 148.84%-124.5pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,235 | $8,044+39.7% | $7,759+44.8% | $6,531+72.0% |
| Admin fee / account holder | $305 | $14,755-97.9% | $13,620-97.8% | $14,480-97.9% |