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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 | $107,809-78.6% | $97,032-76.2% | $155,188-85.1% |
| Participation rate | 90.0% | 75.5%+14.5pp | 71.6%+18.4pp | 80.8%+9.2pp |
| Annual return | 17.97% | 38.06%-20.1pp | 35.38%-17.4pp | 148.84%-130.9pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,514 | $5,129+183.0% | $4,672+210.6% | $6,531+122.2% |
| Admin fee / account holder | $14,336 | $10,717+33.8% | $9,418+52.2% | $14,480-1.0% |