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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 | $124,980-86.7% | $108,359-84.7% | $154,746-89.3% |
| Participation rate | 81.8% | 75.2%+6.6pp | 70.1%+11.7pp | 80.7%+1.1pp |
| Annual return | 12.05% | 45.00%-32.9pp | 36.89%-24.8pp | 172.34%-160.3pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,771 | $4,743+84.9% | $4,137+112.0% | $6,730+30.3% |
| Admin fee / account holder | $11,686 | $11,502+1.6% | $9,741+20.0% | $14,365-18.7% |