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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 | $23,589 | $154,228-84.7% | $145,433-83.8% | $137,256-82.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 30.53% | 74.59%-44.1pp | 66.58%-36.0pp | 220.34%-189.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,692 | $8,216+18.0% | $7,897+22.7% | $6,407+51.3% |
| Admin fee / account holder | $747 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |