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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 | $21,482 | $227,597-90.6% | $189,575-88.7% | $167,536-87.2% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 7.74% | 78.44%-70.7pp | 64.19%-56.5pp | 478.82%-471.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,853 | $7,002-2.1% | $6,174+11.0% | $6,342+8.1% |
| Admin fee / account holder | $1,507 | $11,877-87.3% | $9,806-84.6% | $12,315-87.8% |