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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 | $17,188 | $148,629-88.4% | $135,982-87.4% | $139,487-87.7% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.1pp |
| Annual return | 16.48% | 79.33%-62.8pp | 68.32%-51.8pp | 373.84%-357.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,447 | $8,102-57.5% | $7,760-55.6% | $6,713-48.6% |
| Admin fee / account holder | $2,452 | $12,406-80.2% | $10,767-77.2% | $11,407-78.5% |