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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 | $20,789 | $181,062-88.5% | $158,223-86.9% | $155,188-86.6% |
| Participation rate | 94.4% | 82.7%+11.8pp | 79.2%+15.2pp | 80.8%+13.6pp |
| Annual return | 29.70% | 57.39%-27.7pp | 52.09%-22.4pp | 148.84%-119.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,277 | $6,134-30.3% | $5,467-21.8% | $6,531-34.5% |
| Admin fee / account holder | $2,478 | $18,825-86.8% | $16,047-84.6% | $14,480-82.9% |