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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 | $17,890 | $181,062-90.1% | $158,223-88.7% | $155,188-88.5% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 18.16% | 57.39%-39.2pp | 52.09%-33.9pp | 148.84%-130.7pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,649 | $6,134-56.8% | $5,467-51.6% | $6,531-59.4% |
| Admin fee / account holder | $964 | $18,825-94.9% | $16,047-94.0% | $14,480-93.3% |