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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 | $27,716 | $138,312-80.0% | $122,979-77.5% | $155,188-82.1% |
| Participation rate | 88.9% | 80.2%+8.7pp | 77.2%+11.7pp | 80.8%+8.1pp |
| Annual return | 17.70% | 22.06%-4.4pp | 20.12%-2.4pp | 148.84%-131.1pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,931 | $5,592-11.8% | $5,003-1.4% | $6,531-24.5% |
| Admin fee / account holder | $331 | $15,089-97.8% | $12,864-97.4% | $14,480-97.7% |