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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 | $19,366 | $102,609-81.1% | $98,090-80.3% | $138,895-86.1% |
| Participation rate | 80.0% | 82.8%-2.8pp | 81.5%-1.5pp | 79.9%+0.1pp |
| Annual return | 17.23% | 36.44%-19.2pp | 37.05%-19.8pp | 145.39%-128.2pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,724 | $8,167-5.4% | $7,845-1.5% | $6,396+20.8% |
| Admin fee / account holder | $4,054 | $11,434-64.5% | $11,815-65.7% | $12,562-67.7% |