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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 | $21,150 | $162,136-87.0% | $152,301-86.1% | $154,746-86.3% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 29.28% | 91.02%-61.7pp | 80.50%-51.2pp | 172.34%-143.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,554 | $8,341+50.5% | $8,004+56.9% | $6,730+86.5% |
| Admin fee / account holder | $336 | $15,759-97.9% | $14,398-97.7% | $14,365-97.7% |