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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 | $18,250 | $162,136-88.7% | $152,301-88.0% | $154,746-88.2% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 19.44% | 91.02%-71.6pp | 80.50%-61.1pp | 172.34%-152.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,853 | $8,341-41.8% | $8,004-39.4% | $6,730-27.9% |
| Admin fee / account holder | $2,277 | $15,759-85.6% | $14,398-84.2% | $14,365-84.2% |