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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 | $13,757 | $123,155-88.8% | $108,753-87.3% | $155,188-91.1% |
| Participation rate | 90.9% | 75.6%+15.3pp | 71.1%+19.8pp | 80.8%+10.1pp |
| Annual return | 19.05% | 44.73%-25.7pp | 37.47%-18.4pp | 148.84%-129.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,609 | $4,623-43.6% | $4,115-36.6% | $6,531-60.1% |
| Admin fee / account holder | $1,199 | $12,126-90.1% | $10,320-88.4% | $14,480-91.7% |