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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 | $16,488 | $100,970-83.7% | $96,576-82.9% | $137,256-88.0% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 22.95% | 38.16%-15.2pp | 38.47%-15.5pp | 220.34%-197.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,950 | $8,286-16.1% | $7,956-12.6% | $6,407+8.5% |
| Admin fee / account holder | $2,149 | $11,312-81.0% | $11,381-81.1% | $12,270-82.5% |