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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 | $102,609-84.2% | $98,090-83.4% | $138,895-88.3% |
| Participation rate | 93.3% | 82.8%+10.6pp | 81.5%+11.8pp | 79.9%+13.4pp |
| Annual return | 16.01% | 36.44%-20.4pp | 37.05%-21.0pp | 145.39%-129.4pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,668 | $8,167-42.8% | $7,845-40.5% | $6,396-27.0% |
| Admin fee / account holder | $3,571 | $11,434-68.8% | $11,815-69.8% | $12,562-71.6% |