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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 | $26,037 | $162,136-83.9% | $152,301-82.9% | $154,746-83.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 21.37% | 91.02%-69.7pp | 80.50%-59.1pp | 172.34%-151.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,494 | $8,341-22.1% | $8,004-18.9% | $6,730-3.5% |
| Admin fee / account holder | $459 | $15,759-97.1% | $14,398-96.8% | $14,365-96.8% |