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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 | $16,157 | $100,970-84.0% | $96,576-83.3% | $137,256-88.2% |
| Participation rate | 92.3% | 82.6%+9.7pp | 81.4%+10.9pp | 80.0%+12.3pp |
| Annual return | 23.17% | 38.16%-15.0pp | 38.47%-15.3pp | 220.34%-197.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,093 | $8,286+45.9% | $7,956+52.0% | $6,407+88.7% |
| Admin fee / account holder | $3,494 | $11,312-69.1% | $11,381-69.3% | $12,270-71.5% |