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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 | $24,876 | $148,623-83.3% | $135,974-81.7% | $139,466-82.2% |
| Participation rate | 78.3% | 83.9%-5.6pp | 81.9%-3.7pp | 80.3%-2.1pp |
| Annual return | 22.17% | 79.30%-57.1pp | 68.30%-46.1pp | 373.66%-351.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,074 | $8,103+12.0% | $7,760+16.9% | $6,712+35.2% |
| Admin fee / account holder | $799 | $12,406-93.6% | $10,767-92.6% | $11,409-93.0% |