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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 | $181,062-90.9% | $158,223-89.6% | $155,188-89.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 22.94% | 57.39%-34.4pp | 52.09%-29.2pp | 148.84%-125.9pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,270 | $6,134+100.0% | $5,467+124.4% | $6,531+87.9% |
| Admin fee / account holder | $7,784 | $18,825-58.6% | $16,047-51.5% | $14,480-46.2% |