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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 | $14,064 | $102,938-86.3% | $94,105-85.1% | $138,895-89.9% |
| Participation rate | 83.3% | 74.6%+8.7pp | 71.9%+11.4pp | 79.9%+3.4pp |
| Annual return | 13.31% | 250.28%-237.0pp | 204.55%-191.2pp | 145.39%-132.1pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,490 | $4,196+7.0% | $3,881+15.7% | $6,396-29.8% |
| Admin fee / account holder | $4,882 | $6,600-26.0% | $6,199-21.3% | $12,562-61.1% |