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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 | $19,582 | $107,809-81.8% | $97,032-79.8% | $155,188-87.4% |
| Participation rate | 88.2% | 75.5%+12.8pp | 71.6%+16.7pp | 80.8%+7.4pp |
| Annual return | 15.69% | 38.06%-22.4pp | 35.38%-19.7pp | 148.84%-133.1pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,267 | $5,129-16.8% | $4,672-8.7% | $6,531-34.7% |
| Admin fee / account holder | $7,105 | $10,717-33.7% | $9,418-24.6% | $14,480-50.9% |