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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 | $16,823 | $100,970-83.3% | $96,576-82.6% | $137,256-87.7% |
| Participation rate | 81.3% | 82.6%-1.4pp | 81.4%-0.2pp | 80.0%+1.3pp |
| Annual return | 44.59% | 38.16%+6.4pp | 38.47%+6.1pp | 220.34%-175.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,785 | $8,286-30.2% | $7,956-27.3% | $6,407-9.7% |
| Admin fee / account holder | $355 | $11,312-96.9% | $11,381-96.9% | $12,270-97.1% |