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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 | $13,845 | $97,289-85.8% | $92,805-85.1% | $155,188-91.1% |
| Participation rate | 75.0% | 84.2%-9.2pp | 83.5%-8.5pp | 80.8%-5.8pp |
| Annual return | 23.90% | 29.03%-5.1pp | 31.59%-7.7pp | 148.84%-124.9pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,110 | $8,795+3.6% | $8,448+7.8% | $6,531+39.5% |
| Admin fee / account holder | $2,419 | $12,015-79.9% | $10,911-77.8% | $14,480-83.3% |