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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 | $21,756 | $126,661-82.8% | $113,397-80.8% | $138,895-84.3% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.5%+14.4pp | 79.9%+11.0pp |
| Annual return | 18.70% | 25.05%-6.4pp | 23.20%-4.5pp | 145.39%-126.7pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,905 | $5,693+109.1% | $5,076+134.5% | $6,396+86.1% |
| Admin fee / account holder | $4,101 | $14,549-71.8% | $11,957-65.7% | $12,562-67.4% |