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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 | $21,245 | $107,809-80.3% | $97,032-78.1% | $155,188-86.3% |
| Participation rate | 85.7% | 75.5%+10.2pp | 71.6%+14.1pp | 80.8%+4.9pp |
| Annual return | 17.04% | 38.06%-21.0pp | 35.38%-18.3pp | 148.84%-131.8pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,380 | $5,129-53.6% | $4,672-49.1% | $6,531-63.6% |
| Admin fee / account holder | $9,189 | $10,717-14.3% | $9,418-2.4% | $14,480-36.5% |