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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 | $14,431 | $107,666-86.6% | $102,184-85.9% | $154,746-90.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 15.10% | 29.33%-14.2pp | 31.58%-16.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,003 | $8,719-8.2% | $8,309-3.7% | $6,730+18.9% |
| Admin fee / account holder | $4,664 | $12,943-64.0% | $11,609-59.8% | $14,365-67.5% |