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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 | $225,673-93.2% | $203,872-92.4% | $155,188-90.1% |
| Participation rate | 90.9% | 80.3%+10.6pp | 77.8%+13.1pp | 80.8%+10.1pp |
| Annual return | 18.24% | 95.91%-77.7pp | 85.11%-66.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,916 | $6,893-14.2% | $6,388-7.4% | $6,531-9.4% |
| Admin fee / account holder | $397 | $12,327-96.8% | $11,730-96.6% | $14,480-97.3% |