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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 | $15,003 | $174,379-91.4% | $152,093-90.1% | $138,895-89.2% |
| Participation rate | 86.4% | 81.6%+4.7pp | 77.8%+8.6pp | 79.9%+6.4pp |
| Annual return | 18.50% | 74.86%-56.4pp | 66.36%-47.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,515 | $6,159-42.9% | $5,451-35.5% | $6,396-45.0% |
| Admin fee / account holder | $880 | $16,880-94.8% | $14,497-93.9% | $12,562-93.0% |