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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 | $99,380-88.0% | $90,312-86.8% | $155,188-92.3% |
| Participation rate | 88.9% | 77.3%+11.5pp | 72.9%+16.0pp | 80.8%+8.1pp |
| Annual return | 18.70% | 19.35%-0.6pp | 18.90%-0.2pp | 148.84%-130.1pp |
| Employer contribution / active EE | $0 | $2,390-100.0% | $2,243-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,857 | $4,212+86.6% | $3,749+109.6% | $6,531+20.3% |
| Admin fee / account holder | $443 | $9,766-95.5% | $8,248-94.6% | $14,480-96.9% |