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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 | $16,281 | $182,442-91.1% | $163,379-90.0% | $138,895-88.3% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.8%+12.1pp | 79.9%+9.0pp |
| Annual return | 19.09% | 72.74%-53.6pp | 63.41%-44.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,438 | $6,817-34.9% | $6,282-29.3% | $6,396-30.6% |
| Admin fee / account holder | $2,553 | $10,396-75.4% | $9,818-74.0% | $12,562-79.7% |