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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 | $16,487 | $185,312-91.1% | $161,489-89.8% | $154,746-89.3% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 22.94% | 103.84%-80.9pp | 89.72%-66.8pp | 172.34%-149.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,270 | $6,350+93.2% | $5,630+118.0% | $6,730+82.3% |
| Admin fee / account holder | $7,784 | $18,654-58.3% | $16,006-51.4% | $14,365-45.8% |