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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 | $36,639 | $209,336-82.5% | $197,124-81.4% | $137,256-73.3% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 19.31% | 48.09%-28.8pp | 44.34%-25.0pp | 220.34%-201.0pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,656 | $9,614+42.0% | $9,135+49.5% | $6,407+113.1% |
| Admin fee / account holder | $456 | $17,308-97.4% | $16,298-97.2% | $12,270-96.3% |