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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 | $14,802 | $107,666-86.3% | $102,184-85.5% | $154,746-90.4% |
| Participation rate | 77.8% | 83.7%-5.9pp | 82.6%-4.8pp | 80.7%-2.9pp |
| Annual return | 16.31% | 29.33%-13.0pp | 31.58%-15.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,629 | $8,719+21.9% | $8,309+27.9% | $6,730+57.9% |
| Admin fee / account holder | $3,806 | $12,943-70.6% | $11,609-67.2% | $14,365-73.5% |