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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 | $18,567 | $155,555-88.1% | $146,866-87.4% | $155,188-88.0% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 20.65% | 115.41%-94.8pp | 102.85%-82.2pp | 148.84%-128.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,876 | $8,044-39.4% | $7,759-37.2% | $6,531-25.3% |
| Admin fee / account holder | $769 | $14,755-94.8% | $13,620-94.4% | $14,480-94.7% |