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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 | $14,072 | $100,970-86.1% | $96,576-85.4% | $137,256-89.7% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 18.02% | 38.16%-20.1pp | 38.47%-20.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,580 | $8,286-68.9% | $7,956-67.6% | $6,407-59.7% |
| Admin fee / account holder | $554 | $11,312-95.1% | $11,381-95.1% | $12,270-95.5% |