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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 | $13,092 | $97,289-86.5% | $92,805-85.9% | $155,188-91.6% |
| Participation rate | 83.3% | 84.2%-0.8pp | 83.5%-0.2pp | 80.8%+2.5pp |
| Annual return | 18.72% | 29.03%-10.3pp | 31.59%-12.9pp | 148.84%-130.1pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,994 | $8,795-54.6% | $8,448-52.7% | $6,531-38.9% |
| Admin fee / account holder | $5,221 | $12,015-56.5% | $10,911-52.2% | $14,480-63.9% |