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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 | $16,844 | $97,125-82.7% | $86,233-80.5% | $137,256-87.7% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.0%+3.7pp | 80.0%-7.2pp |
| Annual return | 22.96% | 74.19%-51.2pp | 61.39%-38.4pp | 220.34%-197.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,266 | $5,180-17.6% | $4,559-6.4% | $6,407-33.4% |
| Admin fee / account holder | $913 | $9,725-90.6% | $8,342-89.1% | $12,270-92.6% |