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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 | $21,336 | $114,013-81.3% | $103,693-79.4% | $155,188-86.3% |
| Participation rate | 94.7% | 75.2%+19.5pp | 72.6%+22.1pp | 80.8%+13.9pp |
| Annual return | 19.06% | 49.31%-30.3pp | 47.61%-28.6pp | 148.84%-129.8pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,983 | $4,970+40.5% | $4,579+52.5% | $6,531+6.9% |
| Admin fee / account holder | $415 | $8,407-95.1% | $7,858-94.7% | $14,480-97.1% |