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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 | $107,666-84.7% | $102,184-83.9% | $154,746-89.3% |
| Participation rate | 90.9% | 83.7%+7.2pp | 82.6%+8.3pp | 80.7%+10.2pp |
| Annual return | 22.95% | 29.33%-6.4pp | 31.58%-8.6pp | 172.34%-149.4pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,950 | $8,719-20.3% | $8,309-16.4% | $6,730+3.3% |
| Admin fee / account holder | $2,149 | $12,943-83.4% | $11,609-81.5% | $14,365-85.0% |