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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 | $13,130 | $108,882-87.9% | $96,754-86.4% | $154,746-91.5% |
| Participation rate | 88.2% | 75.1%+13.2pp | 70.3%+18.0pp | 80.7%+7.5pp |
| Annual return | 9.33% | 98.39%-89.1pp | 82.04%-72.7pp | 172.34%-163.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,192 | $5,323+16.3% | $4,758+30.1% | $6,730-8.0% |
| Admin fee / account holder | $2,660 | $10,200-73.9% | $8,905-70.1% | $14,365-81.5% |