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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 | $156,398-87.4% | $147,318-86.6% | $138,895-85.8% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 79.9%+15.1pp |
| Annual return | 24.32% | 78.75%-54.4pp | 70.43%-46.1pp | 145.39%-121.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,235 | $8,237+36.4% | $7,906+42.1% | $6,396+75.7% |
| Admin fee / account holder | $305 | $14,976-98.0% | $13,708-97.8% | $12,562-97.6% |