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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 | $23,863 | $181,062-86.8% | $158,223-84.9% | $155,188-84.6% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 19.08% | 57.39%-38.3pp | 52.09%-33.0pp | 148.84%-129.8pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,927 | $6,134-52.3% | $5,467-46.5% | $6,531-55.2% |
| Admin fee / account holder | $1,298 | $18,825-93.1% | $16,047-91.9% | $14,480-91.0% |