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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 | $225,673-92.8% | $203,872-92.0% | $155,188-89.5% |
| Participation rate | 88.9% | 80.3%+8.6pp | 77.8%+11.1pp | 80.8%+8.1pp |
| Annual return | 19.09% | 95.91%-76.8pp | 85.11%-66.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,438 | $6,893-35.6% | $6,388-30.5% | $6,531-32.0% |
| Admin fee / account holder | $2,553 | $12,327-79.3% | $11,730-78.2% | $14,480-82.4% |