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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 | $11,939 | $103,164-88.4% | $90,259-86.8% | $154,746-92.3% |
| Participation rate | 88.9% | 76.1%+12.8pp | 70.7%+18.1pp | 80.7%+8.2pp |
| Annual return | 18.70% | 19.25%-0.6pp | 18.88%-0.2pp | 172.34%-153.6pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,857 | $4,422+77.7% | $3,827+105.3% | $6,730+16.7% |
| Admin fee / account holder | $443 | $8,593-94.8% | $7,267-93.9% | $14,365-96.9% |