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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 | $15,987 | $123,155-87.0% | $108,753-85.3% | $155,188-89.7% |
| Participation rate | 80.0% | 75.6%+4.4pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 21.98% | 44.73%-22.8pp | 37.47%-15.5pp | 148.84%-126.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,555 | $4,623-23.1% | $4,115-13.6% | $6,531-45.6% |
| Admin fee / account holder | $1,966 | $12,126-83.8% | $10,320-81.0% | $14,480-86.4% |