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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 | $102,609-73.6% | $98,090-72.4% | $138,895-80.5% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 16.83% | 36.44%-19.6pp | 37.05%-20.2pp | 145.39%-128.6pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $24,582 | $8,167+201.0% | $7,845+213.4% | $6,396+284.3% |
| Admin fee / account holder | $13,235 | $11,434+15.7% | $11,815+12.0% | $12,562+5.4% |