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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 | $15,419 | $182,442-91.5% | $163,379-90.6% | $138,895-88.9% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.8%+14.1pp | 79.9%+11.0pp |
| Annual return | 18.24% | 72.74%-54.5pp | 63.41%-45.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,916 | $6,817-13.2% | $6,282-5.8% | $6,396-7.5% |
| Admin fee / account holder | $397 | $10,396-96.2% | $9,818-96.0% | $12,562-96.8% |