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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 | $20,624 | $123,155-83.3% | $108,753-81.0% | $155,188-86.7% |
| Participation rate | 86.7% | 75.6%+11.0pp | 71.1%+15.6pp | 80.8%+5.9pp |
| Annual return | 16.48% | 44.73%-28.3pp | 37.47%-21.0pp | 148.84%-132.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,006 | $4,623-35.0% | $4,115-27.0% | $6,531-54.0% |
| Admin fee / account holder | $813 | $12,126-93.3% | $10,320-92.1% | $14,480-94.4% |