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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 | $13,283 | $100,970-86.8% | $96,576-86.2% | $137,256-90.3% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 37.46% | 38.16%-0.7pp | 38.47%-1.0pp | 220.34%-182.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,570 | $8,286-8.7% | $7,956-4.9% | $6,407+18.1% |
| Admin fee / account holder | $2,194 | $11,312-80.6% | $11,381-80.7% | $12,270-82.1% |