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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 | $181,062-91.7% | $158,223-90.5% | $155,188-90.3% |
| Participation rate | 86.4% | 82.7%+3.7pp | 79.2%+7.2pp | 80.8%+5.6pp |
| Annual return | 18.50% | 57.39%-38.9pp | 52.09%-33.6pp | 148.84%-130.3pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,515 | $6,134-42.7% | $5,467-35.7% | $6,531-46.2% |
| Admin fee / account holder | $880 | $18,825-95.3% | $16,047-94.5% | $14,480-93.9% |