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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 | $13,803 | $107,809-87.2% | $97,032-85.8% | $155,188-91.1% |
| Participation rate | 85.0% | 75.5%+9.5pp | 71.6%+13.4pp | 80.8%+4.2pp |
| Annual return | 19.83% | 38.06%-18.2pp | 35.38%-15.5pp | 148.84%-129.0pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,530 | $5,129-50.7% | $4,672-45.9% | $6,531-61.3% |
| Admin fee / account holder | $775 | $10,717-92.8% | $9,418-91.8% | $14,480-94.6% |