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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 | $16,248 | $100,970-83.9% | $96,576-83.2% | $137,256-88.2% |
| Participation rate | 89.5% | 82.6%+6.9pp | 81.4%+8.0pp | 80.0%+9.5pp |
| Annual return | 19.23% | 38.16%-18.9pp | 38.47%-19.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,170 | $8,286-49.7% | $7,956-47.6% | $6,407-34.9% |
| Admin fee / account holder | $1,093 | $11,312-90.3% | $11,381-90.4% | $12,270-91.1% |