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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 | $12,870 | $100,970-87.3% | $96,576-86.7% | $137,256-90.6% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 21.05% | 38.16%-17.1pp | 38.47%-17.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,561 | $8,286-57.0% | $7,956-55.2% | $6,407-44.4% |
| Admin fee / account holder | $375 | $11,312-96.7% | $11,381-96.7% | $12,270-96.9% |