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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 | $22,903 | $162,136-85.9% | $152,301-85.0% | $154,746-85.2% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 38.55% | 91.02%-52.5pp | 80.50%-42.0pp | 172.34%-133.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,386 | $8,341+84.5% | $8,004+92.2% | $6,730+128.6% |
| Admin fee / account holder | $326 | $15,759-97.9% | $14,398-97.7% | $14,365-97.7% |