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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 | $223,823-83.6% | $211,142-82.6% | $154,746-76.3% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 19.31% | 50.39%-31.1pp | 46.84%-27.5pp | 172.34%-153.0pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,656 | $9,750+40.1% | $9,284+47.1% | $6,730+102.9% |
| Admin fee / account holder | $456 | $19,707-97.7% | $19,076-97.6% | $14,365-96.8% |