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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 | $20,499 | $161,352-87.3% | $134,172-84.7% | $137,256-85.1% |
| Participation rate | 72.7% | 78.3%-5.6pp | 72.5%+0.3pp | 80.0%-7.2pp |
| Annual return | 17.40% | 28.72%-11.3pp | 25.30%-7.9pp | 220.34%-202.9pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,796 | $5,552-13.6% | $4,690+2.2% | $6,407-25.1% |
| Admin fee / account holder | $684 | $15,028-95.5% | $12,016-94.3% | $12,270-94.4% |