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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 | $13,088 | $97,125-86.5% | $86,233-84.8% | $137,256-90.5% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.0%+21.0pp | 80.0%+10.0pp |
| Annual return | 13.38% | 74.19%-60.8pp | 61.39%-48.0pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,356 | $5,180+42.0% | $4,559+61.4% | $6,407+14.8% |
| Admin fee / account holder | $6,322 | $9,725-35.0% | $8,342-24.2% | $12,270-48.5% |