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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 | $18,256 | $107,733-83.1% | $92,985-80.4% | $154,746-88.2% |
| Participation rate | 73.3% | 74.6%-1.2pp | 69.5%+3.8pp | 80.7%-7.4pp |
| Annual return | 17.96% | 30.39%-12.4pp | 27.99%-10.0pp | 172.34%-154.4pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,238 | $5,053-16.1% | $4,377-3.2% | $6,730-37.0% |
| Admin fee / account holder | $863 | $11,369-92.4% | $9,463-90.9% | $14,365-94.0% |