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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 | $17,371 | $107,666-83.9% | $102,184-83.0% | $154,746-88.8% |
| Participation rate | 90.9% | 83.7%+7.2pp | 82.6%+8.3pp | 80.7%+10.2pp |
| Annual return | 26.93% | 29.33%-2.4pp | 31.58%-4.7pp | 172.34%-145.4pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,874 | $8,719-21.2% | $8,309-17.3% | $6,730+2.1% |
| Admin fee / account holder | $7,263 | $12,943-43.9% | $11,609-37.4% | $14,365-49.4% |