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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 | $124,980-80.1% | $108,359-77.0% | $154,746-83.9% |
| Participation rate | 86.7% | 75.2%+11.5pp | 70.1%+16.5pp | 80.7%+6.0pp |
| Annual return | 16.62% | 45.00%-28.4pp | 36.89%-20.3pp | 172.34%-155.7pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,856 | $4,743+213.2% | $4,137+259.1% | $6,730+120.7% |
| Admin fee / account holder | $15,060 | $11,502+30.9% | $9,741+54.6% | $14,365+4.8% |