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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 | $26,097 | $148,629-82.4% | $135,982-80.8% | $139,487-81.3% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 22.12% | 79.33%-57.2pp | 68.32%-46.2pp | 373.84%-351.7pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $11,040 | $8,102+36.3% | $7,760+42.3% | $6,713+64.5% |
| Admin fee / account holder | $441 | $12,406-96.4% | $10,767-95.9% | $11,407-96.1% |