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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 | $20,502 | $102,609-80.0% | $98,090-79.1% | $138,895-85.2% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 18.76% | 36.44%-17.7pp | 37.05%-18.3pp | 145.39%-126.6pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,846 | $8,167-16.2% | $7,845-12.7% | $6,396+7.0% |
| Admin fee / account holder | $1,425 | $11,434-87.5% | $11,815-87.9% | $12,562-88.7% |