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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 | $27,066 | $97,289-72.2% | $92,805-70.8% | $155,188-82.6% |
| Participation rate | 83.3% | 84.2%-0.8pp | 83.5%-0.2pp | 80.8%+2.5pp |
| Annual return | 16.83% | 29.03%-12.2pp | 31.59%-14.8pp | 148.84%-132.0pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $24,582 | $8,795+179.5% | $8,448+191.0% | $6,531+276.4% |
| Admin fee / account holder | $13,235 | $12,015+10.2% | $10,911+21.3% | $14,480-8.6% |