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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 | $22,809 | $107,666-78.8% | $102,184-77.7% | $154,746-85.3% |
| Participation rate | 94.4% | 83.7%+10.7pp | 82.6%+11.8pp | 80.7%+13.7pp |
| Annual return | 19.43% | 29.33%-9.9pp | 31.58%-12.1pp | 172.34%-152.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,852 | $8,719-67.3% | $8,309-65.7% | $6,730-57.6% |
| Admin fee / account holder | $499 | $12,943-96.1% | $11,609-95.7% | $14,365-96.5% |