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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 | $21,283 | $123,155-82.7% | $108,753-80.4% | $155,188-86.3% |
| Participation rate | 80.0% | 75.6%+4.4pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 15.62% | 44.73%-29.1pp | 37.47%-21.8pp | 148.84%-133.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,489 | $4,623-46.2% | $4,115-39.5% | $6,531-61.9% |
| Admin fee / account holder | $2,648 | $12,126-78.2% | $10,320-74.3% | $14,480-81.7% |