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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 | $24,899 | $112,729-77.9% | $98,716-74.8% | $137,256-81.9% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.3%+17.4pp | 80.0%+6.7pp |
| Annual return | 16.62% | 38.48%-21.9pp | 31.81%-15.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,856 | $4,640+220.2% | $4,048+267.0% | $6,407+131.9% |
| Admin fee / account holder | $15,060 | $10,129+48.7% | $8,703+73.1% | $12,270+22.7% |