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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 | $124,980-81.4% | $108,359-78.5% | $154,746-84.9% |
| Participation rate | 88.9% | 75.2%+13.7pp | 70.1%+18.8pp | 80.7%+8.2pp |
| Annual return | 10.13% | 45.00%-34.9pp | 36.89%-26.8pp | 172.34%-162.2pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,036 | $4,743+132.7% | $4,137+166.8% | $6,730+64.0% |
| Admin fee / account holder | $14,468 | $11,502+25.8% | $9,741+48.5% | $14,365+0.7% |