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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 | $17,970 | $123,155-85.4% | $108,753-83.5% | $155,188-88.4% |
| Participation rate | 86.4% | 75.6%+10.7pp | 71.1%+15.3pp | 80.8%+5.6pp |
| Annual return | 31.45% | 44.73%-13.3pp | 37.47%-6.0pp | 148.84%-117.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,025 | $4,623-12.9% | $4,115-2.2% | $6,531-38.4% |
| Admin fee / account holder | $1,990 | $12,126-83.6% | $10,320-80.7% | $14,480-86.3% |