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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 | $18,147 | $107,666-83.1% | $102,184-82.2% | $154,746-88.3% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.7%+2.6pp |
| Annual return | 15.14% | 29.33%-14.2pp | 31.58%-16.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,804 | $8,719-56.4% | $8,309-54.2% | $6,730-43.5% |
| Admin fee / account holder | $12,522 | $12,943-3.3% | $11,609+7.9% | $14,365-12.8% |