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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 | $17,012 | $107,809-84.2% | $97,032-82.5% | $155,188-89.0% |
| Participation rate | 91.3% | 75.5%+15.8pp | 71.6%+19.7pp | 80.8%+10.5pp |
| Annual return | 25.96% | 38.06%-12.1pp | 35.38%-9.4pp | 148.84%-122.9pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,673 | $5,129+49.6% | $4,672+64.2% | $6,531+17.5% |
| Admin fee / account holder | $1,199 | $10,717-88.8% | $9,418-87.3% | $14,480-91.7% |