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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 | $100,970-82.0% | $96,576-81.2% | $137,256-86.8% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 15.14% | 38.16%-23.0pp | 38.47%-23.3pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,804 | $8,286-54.1% | $7,956-52.2% | $6,407-40.6% |
| Admin fee / account holder | $12,522 | $11,312+10.7% | $11,381+10.0% | $12,270+2.1% |