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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 | $107,666-84.9% | $102,184-84.1% | $154,746-89.5% |
| Participation rate | 93.3% | 83.7%+9.6pp | 82.6%+10.7pp | 80.7%+12.6pp |
| Annual return | 16.01% | 29.33%-13.3pp | 31.58%-15.6pp | 172.34%-156.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,668 | $8,719-46.5% | $8,309-43.8% | $6,730-30.6% |
| Admin fee / account holder | $3,571 | $12,943-72.4% | $11,609-69.2% | $14,365-75.1% |