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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 | $23,621 | $106,588-77.8% | $94,215-74.9% | $155,188-84.8% |
| Participation rate | 84.6% | 74.3%+10.3pp | 70.0%+14.7pp | 80.8%+3.8pp |
| Annual return | 12.31% | 29.39%-17.1pp | 28.22%-15.9pp | 148.84%-136.5pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,907 | $4,802+127.1% | $4,276+155.1% | $6,531+67.0% |
| Admin fee / account holder | $3,204 | $12,281-73.9% | $10,216-68.6% | $14,480-77.9% |