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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 | $115,225-84.4% | $100,712-82.2% | $138,895-87.1% |
| Participation rate | 86.4% | 74.3%+12.0pp | 69.3%+17.1pp | 79.9%+6.4pp |
| Annual return | 31.45% | 40.35%-8.9pp | 33.27%-1.8pp | 145.39%-113.9pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,025 | $4,699-14.4% | $4,085-1.5% | $6,396-37.1% |
| Admin fee / account holder | $1,990 | $10,844-81.7% | $9,256-78.5% | $12,562-84.2% |