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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 | $162,136-85.3% | $152,301-84.4% | $154,746-84.6% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 35.47% | 91.02%-55.6pp | 80.50%-45.0pp | 172.34%-136.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,813 | $8,341+41.6% | $8,004+47.6% | $6,730+75.5% |
| Admin fee / account holder | $474 | $15,759-97.0% | $14,398-96.7% | $14,365-96.7% |