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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 | $27,129 | $126,113-78.5% | $116,096-76.6% | $155,188-82.5% |
| Participation rate | 90.0% | 75.1%+14.9pp | 73.3%+16.7pp | 80.8%+9.2pp |
| Annual return | 15.16% | 391.72%-376.6pp | 326.25%-311.1pp | 148.84%-133.7pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,530 | $4,162-39.2% | $3,952-36.0% | $6,531-61.3% |
| Admin fee / account holder | $7,957 | $8,045-1.1% | $7,704+3.3% | $14,480-45.0% |