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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 | $22,465 | $114,013-80.3% | $103,693-78.3% | $155,188-85.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 80.8%-0.8pp |
| Annual return | 13.16% | 49.31%-36.2pp | 47.61%-34.5pp | 148.84%-135.7pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,128 | $4,970-37.1% | $4,579-31.7% | $6,531-52.1% |
| Admin fee / account holder | $1,228 | $8,407-85.4% | $7,858-84.4% | $14,480-91.5% |