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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 | $19,690 | $123,155-84.0% | $108,753-81.9% | $155,188-87.3% |
| Participation rate | 80.0% | 75.6%+4.4pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 19.37% | 44.73%-25.4pp | 37.47%-18.1pp | 148.84%-129.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,351 | $4,623+80.6% | $4,115+103.0% | $6,531+27.9% |
| Admin fee / account holder | $1,055 | $12,126-91.3% | $10,320-89.8% | $14,480-92.7% |