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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 | $14,678 | $115,225-87.3% | $100,712-85.4% | $138,895-89.4% |
| Participation rate | 81.8% | 74.3%+7.5pp | 69.3%+12.5pp | 79.9%+1.9pp |
| Annual return | 25.32% | 40.35%-15.0pp | 33.27%-8.0pp | 145.39%-120.1pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,575 | $4,699-23.9% | $4,085-12.5% | $6,396-44.1% |
| Admin fee / account holder | $371 | $10,844-96.6% | $9,256-96.0% | $12,562-97.0% |