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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 | $14,466 | $102,938-85.9% | $94,105-84.6% | $138,895-89.6% |
| Participation rate | 85.7% | 74.6%+11.1pp | 71.9%+13.8pp | 79.9%+5.8pp |
| Annual return | 22.06% | 250.28%-228.2pp | 204.55%-182.5pp | 145.39%-123.3pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,208 | $4,196+0.3% | $3,881+8.4% | $6,396-34.2% |
| Admin fee / account holder | $726 | $6,600-89.0% | $6,199-88.3% | $12,562-94.2% |