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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 | $99,053-83.0% | $88,179-80.9% | $138,895-87.9% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.1%+3.6pp | 79.9%-7.2pp |
| Annual return | 22.96% | 78.17%-55.2pp | 64.97%-42.0pp | 145.39%-122.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,266 | $5,225-18.4% | $4,614-7.5% | $6,396-33.3% |
| Admin fee / account holder | $913 | $8,748-89.6% | $7,673-88.1% | $12,562-92.7% |