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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 | $16,519 | $181,062-90.9% | $158,223-89.6% | $155,188-89.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 79.2%+10.8pp | 80.8%+9.2pp |
| Annual return | 10.94% | 57.39%-46.4pp | 52.09%-41.1pp | 148.84%-137.9pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,199 | $6,134-31.6% | $5,467-23.2% | $6,531-35.7% |
| Admin fee / account holder | $2,231 | $18,825-88.1% | $16,047-86.1% | $14,480-84.6% |