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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 | $14,919 | $211,288-92.9% | $178,540-91.6% | $145,884-89.8% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 16.25% | 30.27%-14.0pp | 27.15%-10.9pp | 551.85%-535.6pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,772 | $6,967-45.8% | $6,281-39.9% | $6,690-43.6% |
| Admin fee / account holder | $7,888 | $12,105-34.8% | $10,424-24.3% | $13,392-41.1% |