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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 | $32,424 | $182,442-82.2% | $163,379-80.2% | $138,895-76.7% |
| Participation rate | 86.4% | 79.8%+6.6pp | 76.8%+9.5pp | 79.9%+6.4pp |
| Annual return | 10.92% | 72.74%-61.8pp | 63.41%-52.5pp | 145.39%-134.5pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,237 | $6,817-81.9% | $6,282-80.3% | $6,396-80.7% |
| Admin fee / account holder | $987 | $10,396-90.5% | $9,818-89.9% | $12,562-92.1% |