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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 | $56,165 | $146,267-61.6% | $197,124-71.5% | $82,448-31.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 86.7%+2.2pp | 68.1%+20.8pp |
| Annual return | 14.79% | 29.61%-14.8pp | 44.34%-29.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,823 | $7,035-45.7% | $9,135-58.2% | $4,139-7.7% |
| Admin fee / account holder | $560 | $14,422-96.1% | $16,298-96.6% | $7,234-92.3% |