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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 | $7,960 | $107,809-92.6% | $97,032-91.8% | $155,188-94.9% |
| Participation rate | 90.0% | 75.5%+14.5pp | 71.6%+18.4pp | 80.8%+9.2pp |
| Annual return | 21.10% | 38.06%-17.0pp | 35.38%-14.3pp | 148.84%-127.7pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,936 | $5,129-42.8% | $4,672-37.2% | $6,531-55.1% |
| Admin fee / account holder | $784 | $10,717-92.7% | $9,418-91.7% | $14,480-94.6% |