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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 | $97,289-82.1% | $92,805-81.3% | $155,188-88.8% |
| Participation rate | 90.9% | 84.2%+6.7pp | 83.5%+7.4pp | 80.8%+10.1pp |
| Annual return | 26.93% | 29.03%-2.1pp | 31.59%-4.7pp | 148.84%-121.9pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,874 | $8,795-21.8% | $8,448-18.6% | $6,531+5.2% |
| Admin fee / account holder | $7,263 | $12,015-39.6% | $10,911-33.4% | $14,480-49.8% |