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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 | $28,455 | $138,312-79.4% | $122,979-76.9% | $155,188-81.7% |
| Participation rate | 90.9% | 80.2%+10.7pp | 77.2%+13.7pp | 80.8%+10.1pp |
| Annual return | 27.23% | 22.06%+5.2pp | 20.12%+7.1pp | 148.84%-121.6pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,607 | $5,592+161.2% | $5,003+192.0% | $6,531+123.6% |
| Admin fee / account holder | $550 | $15,089-96.4% | $12,864-95.7% | $14,480-96.2% |