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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 | $16,605 | $112,729-85.3% | $98,716-83.2% | $137,256-87.9% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.3%+12.5pp | 80.0%+1.9pp |
| Annual return | 12.05% | 38.48%-26.4pp | 31.81%-19.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,771 | $4,640+89.0% | $4,048+116.7% | $6,407+36.9% |
| Admin fee / account holder | $11,686 | $10,129+15.4% | $8,703+34.3% | $12,270-4.8% |