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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 | $22,156 | $162,136-86.3% | $152,301-85.5% | $154,746-85.7% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 26.15% | 91.02%-64.9pp | 80.50%-54.3pp | 172.34%-146.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,863 | $8,341-5.7% | $8,004-1.8% | $6,730+16.8% |
| Admin fee / account holder | $1,497 | $15,759-90.5% | $14,398-89.6% | $14,365-89.6% |