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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 | $100,970-84.2% | $96,576-83.5% | $137,256-88.4% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 22.07% | 38.16%-16.1pp | 38.47%-16.4pp | 220.34%-198.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,135 | $8,286+10.2% | $7,956+14.8% | $6,407+42.6% |
| Admin fee / account holder | $1,689 | $11,312-85.1% | $11,381-85.2% | $12,270-86.2% |