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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 | $17,228 | $174,379-90.1% | $152,093-88.7% | $138,895-87.6% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 17.36% | 74.86%-57.5pp | 66.36%-49.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,738 | $6,159+25.6% | $5,451+42.0% | $6,396+21.0% |
| Admin fee / account holder | $11,629 | $16,880-31.1% | $14,497-19.8% | $12,562-7.4% |