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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 | $25,713 | $117,895-78.2% | $102,460-74.9% | $145,897-82.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 18.21% | 31.92%-13.7pp | 29.47%-11.3pp | 552.29%-534.1pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,849 | $5,736+2.0% | $5,056+15.7% | $6,689-12.6% |
| Admin fee / account holder | $300 | $13,353-97.8% | $9,460-96.8% | $13,390-97.8% |