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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 | $15,956 | $107,666-85.2% | $102,184-84.4% | $154,746-89.7% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.7%-0.7pp |
| Annual return | 22.07% | 29.33%-7.3pp | 31.58%-9.5pp | 172.34%-150.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,135 | $8,719+4.8% | $8,309+9.9% | $6,730+35.7% |
| Admin fee / account holder | $1,689 | $12,943-87.0% | $11,609-85.5% | $14,365-88.2% |