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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 | $78,023 | $136,860-43.0% | $120,344-35.2% | $154,746-49.6% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 10.19% | 21.38%-11.2pp | 20.30%-10.1pp | 172.34%-162.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,640 | $5,793-2.7% | $5,135+9.8% | $6,730-16.2% |
| Admin fee / account holder | $51,707 | $15,393+235.9% | $12,742+305.8% | $14,365+259.9% |