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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 | $23,775 | $155,555-84.7% | $146,866-83.8% | $155,188-84.7% |
| Participation rate | 92.3% | 84.0%+8.4pp | 82.5%+9.8pp | 80.8%+11.5pp |
| Annual return | 35.47% | 115.41%-79.9pp | 102.85%-67.4pp | 148.84%-113.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,813 | $8,044+46.8% | $7,759+52.2% | $6,531+80.9% |
| Admin fee / account holder | $474 | $14,755-96.8% | $13,620-96.5% | $14,480-96.7% |