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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 | $35,306 | $162,821-78.3% | $133,978-73.6% | $158,982-77.8% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 12.34% | 41.95%-29.6pp | 45.10%-32.8pp | 302.99%-290.7pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,117 | $5,910-30.4% | $5,047-18.4% | $5,983-31.2% |
| Admin fee / account holder | $515 | $11,742-95.6% | $8,930-94.2% | $11,252-95.4% |