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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 | $18,704 | $97,289-80.8% | $92,805-79.8% | $155,188-87.9% |
| Participation rate | 87.5% | 84.2%+3.3pp | 83.5%+4.0pp | 80.8%+6.7pp |
| Annual return | 20.68% | 29.03%-8.4pp | 31.59%-10.9pp | 148.84%-128.2pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,652 | $8,795-24.4% | $8,448-21.3% | $6,531+1.9% |
| Admin fee / account holder | $428 | $12,015-96.4% | $10,911-96.1% | $14,480-97.0% |