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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 | $185,312-91.1% | $161,489-89.8% | $154,746-89.3% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 10.94% | 103.84%-92.9pp | 89.72%-78.8pp | 172.34%-161.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,199 | $6,350-33.9% | $5,630-25.4% | $6,730-37.6% |
| Admin fee / account holder | $2,231 | $18,654-88.0% | $16,006-86.1% | $14,365-84.5% |