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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 | $107,809-87.8% | $97,032-86.5% | $155,188-91.5% |
| Participation rate | 88.2% | 75.5%+12.8pp | 71.6%+16.7pp | 80.8%+7.4pp |
| Annual return | 9.33% | 38.06%-28.7pp | 35.38%-26.0pp | 148.84%-139.5pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,192 | $5,129+20.7% | $4,672+32.5% | $6,531-5.2% |
| Admin fee / account holder | $2,660 | $10,717-75.2% | $9,418-71.8% | $14,480-81.6% |