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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 | $156,398-86.5% | $147,318-85.6% | $138,895-84.8% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 29.28% | 78.75%-49.5pp | 70.43%-41.2pp | 145.39%-116.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,554 | $8,237+52.4% | $7,906+58.8% | $6,396+96.3% |
| Admin fee / account holder | $336 | $14,976-97.8% | $13,708-97.5% | $12,562-97.3% |