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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 | $23,096 | $99,053-76.7% | $88,179-73.8% | $138,895-83.4% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.1%+20.9pp | 79.9%+10.1pp |
| Annual return | 17.97% | 78.17%-60.2pp | 64.97%-47.0pp | 145.39%-127.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $14,514 | $5,225+177.8% | $4,614+214.6% | $6,396+126.9% |
| Admin fee / account holder | $14,336 | $8,748+63.9% | $7,673+86.8% | $12,562+14.1% |