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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 | $16,990 | $100,970-83.2% | $96,576-82.4% | $137,256-87.6% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 13.09% | 38.16%-25.1pp | 38.47%-25.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,948 | $8,286-64.4% | $7,956-63.0% | $6,407-54.0% |
| Admin fee / account holder | $26,638 | $11,312+135.5% | $11,381+134.1% | $12,270+117.1% |