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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 | $21,560 | $107,733-80.0% | $92,985-76.8% | $154,746-86.1% |
| Participation rate | 90.9% | 74.6%+16.3pp | 69.5%+21.4pp | 80.7%+10.2pp |
| Annual return | 19.51% | 30.39%-10.9pp | 27.99%-8.5pp | 172.34%-152.8pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,237 | $5,053+82.8% | $4,377+111.1% | $6,730+37.2% |
| Admin fee / account holder | $4,554 | $11,369-59.9% | $9,463-51.9% | $14,365-68.3% |