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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 | $107,666-84.4% | $102,184-83.5% | $154,746-89.1% |
| Participation rate | 81.3% | 83.7%-2.5pp | 82.6%-1.3pp | 80.7%+0.5pp |
| Annual return | 44.59% | 29.33%+15.3pp | 31.58%+13.0pp | 172.34%-127.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,785 | $8,719-33.6% | $8,309-30.4% | $6,730-14.0% |
| Admin fee / account holder | $355 | $12,943-97.3% | $11,609-96.9% | $14,365-97.5% |