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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 | $23,297 | $112,729-79.3% | $98,716-76.4% | $137,256-83.0% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 10.13% | 38.48%-28.4pp | 31.81%-21.7pp | 220.34%-210.2pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,036 | $4,640+137.8% | $4,048+172.7% | $6,407+72.3% |
| Admin fee / account holder | $14,468 | $10,129+42.8% | $8,703+66.2% | $12,270+17.9% |