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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 | $15,178 | $77,707-80.5% | $70,160-78.4% | $139,466-89.1% |
| Participation rate | 89.5% | 83.1%+6.3pp | 78.8%+10.6pp | 80.3%+9.1pp |
| Annual return | 13.91% | 19.30%-5.4pp | 19.08%-5.2pp | 373.66%-359.8pp |
| Employer contribution / active EE | $0 | $4,986-100.0% | $4,285-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,542 | $6,443-45.0% | $5,394-34.3% | $6,712-47.2% |
| Admin fee / account holder | $4,476 | $5,397-17.1% | $4,582-2.3% | $11,409-60.8% |