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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 | $15,410 | $107,809-85.7% | $97,032-84.1% | $155,188-90.1% |
| Participation rate | 95.2% | 75.5%+19.8pp | 71.6%+23.7pp | 80.8%+14.4pp |
| Annual return | 18.68% | 38.06%-19.4pp | 35.38%-16.7pp | 148.84%-130.2pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,585 | $5,129-30.1% | $4,672-23.3% | $6,531-45.1% |
| Admin fee / account holder | $811 | $10,717-92.4% | $9,418-91.4% | $14,480-94.4% |