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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 | $22,707 | $102,609-77.9% | $98,090-76.9% | $138,895-83.7% |
| Participation rate | 86.4% | 82.8%+3.6pp | 81.5%+4.8pp | 79.9%+6.4pp |
| Annual return | 27.31% | 36.44%-9.1pp | 37.05%-9.7pp | 145.39%-118.1pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,091 | $8,167-0.9% | $7,845+3.1% | $6,396+26.5% |
| Admin fee / account holder | $1,431 | $11,434-87.5% | $11,815-87.9% | $12,562-88.6% |