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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 | $12,200 | $102,609-88.1% | $98,090-87.6% | $138,895-91.2% |
| Participation rate | 88.9% | 82.8%+6.1pp | 81.5%+7.3pp | 79.9%+9.0pp |
| Annual return | 23.37% | 36.44%-13.1pp | 37.05%-13.7pp | 145.39%-122.0pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,317 | $8,167-22.7% | $7,845-19.5% | $6,396-1.2% |
| Admin fee / account holder | $343 | $11,434-97.0% | $11,815-97.1% | $12,562-97.3% |