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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 | $18,171 | $100,970-82.0% | $96,576-81.2% | $137,256-86.8% |
| Participation rate | 90.0% | 82.6%+7.4pp | 81.4%+8.6pp | 80.0%+10.0pp |
| Annual return | 29.36% | 38.16%-8.8pp | 38.47%-9.1pp | 220.34%-191.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,729 | $8,286+17.4% | $7,956+22.3% | $6,407+51.9% |
| Admin fee / account holder | $4,303 | $11,312-62.0% | $11,381-62.2% | $12,270-64.9% |