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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 | $12,126 | $102,609-88.2% | $98,090-87.6% | $138,895-91.3% |
| Participation rate | 80.0% | 82.8%-2.8pp | 81.5%-1.5pp | 79.9%+0.1pp |
| Annual return | 64.19% | 36.44%+27.7pp | 37.05%+27.1pp | 145.39%-81.2pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,352 | $8,167-34.5% | $7,845-31.8% | $6,396-16.3% |
| Admin fee / account holder | $522 | $11,434-95.4% | $11,815-95.6% | $12,562-95.8% |