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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 | $24,424 | $155,555-84.3% | $146,866-83.4% | $155,188-84.3% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.5%+12.2pp | 80.8%+13.9pp |
| Annual return | 17.40% | 115.41%-98.0pp | 102.85%-85.4pp | 148.84%-131.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,697 | $8,044+57.8% | $7,759+63.6% | $6,531+94.4% |
| Admin fee / account holder | $7,854 | $14,755-46.8% | $13,620-42.3% | $14,480-45.8% |