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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 | $44,179 | $90,486-51.2% | $78,676-43.8% | $273,972-83.9% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 20.27% | 75.62%-55.4pp | 62.19%-41.9pp | 41.46%-21.2pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,661 | $3,901-6.1% | $3,517+4.1% | $5,287-30.7% |
| Admin fee / account holder | $766 | $5,263-85.4% | $4,510-83.0% | $10,133-92.4% |