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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 | $16,257 | $100,970-83.9% | $96,576-83.2% | $137,256-88.2% |
| Participation rate | 93.3% | 82.6%+10.7pp | 81.4%+11.9pp | 80.0%+13.4pp |
| Annual return | 16.01% | 38.16%-22.2pp | 38.47%-22.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,668 | $8,286-43.7% | $7,956-41.3% | $6,407-27.1% |
| Admin fee / account holder | $3,571 | $11,312-68.4% | $11,381-68.6% | $12,270-70.9% |