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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 | $18,449 | $97,289-81.0% | $92,805-80.1% | $155,188-88.1% |
| Participation rate | 93.3% | 84.2%+9.2pp | 83.5%+9.8pp | 80.8%+12.5pp |
| Annual return | 20.38% | 29.03%-8.6pp | 31.59%-11.2pp | 148.84%-128.5pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,834 | $8,795+11.8% | $8,448+16.4% | $6,531+50.6% |
| Admin fee / account holder | $1,726 | $12,015-85.6% | $10,911-84.2% | $14,480-88.1% |