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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 | $25,089 | $97,289-74.2% | $92,805-73.0% | $155,188-83.8% |
| Participation rate | 94.7% | 84.2%+10.6pp | 83.5%+11.2pp | 80.8%+13.9pp |
| Annual return | 18.73% | 29.03%-10.3pp | 31.59%-12.9pp | 148.84%-130.1pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,520 | $8,795-14.5% | $8,448-11.0% | $6,531+15.1% |
| Admin fee / account holder | $969 | $12,015-91.9% | $10,911-91.1% | $14,480-93.3% |