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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 | $15,191 | $181,062-91.6% | $158,223-90.4% | $155,188-90.2% |
| Participation rate | 78.6% | 82.7%-4.1pp | 79.2%-0.6pp | 80.8%-2.2pp |
| Annual return | 18.72% | 57.39%-38.7pp | 52.09%-33.4pp | 148.84%-130.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,602 | $6,134-57.6% | $5,467-52.4% | $6,531-60.2% |
| Admin fee / account holder | $327 | $18,825-98.3% | $16,047-98.0% | $14,480-97.7% |