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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 | $18,449 | $102,609-82.0% | $98,090-81.2% | $138,895-86.7% |
| Participation rate | 93.3% | 82.8%+10.6pp | 81.5%+11.8pp | 79.9%+13.4pp |
| Annual return | 20.38% | 36.44%-16.1pp | 37.05%-16.7pp | 145.39%-125.0pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,834 | $8,167+20.4% | $7,845+25.4% | $6,396+53.7% |
| Admin fee / account holder | $1,726 | $11,434-84.9% | $11,815-85.4% | $12,562-86.3% |