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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 | $88,673 | $115,903-23.5% | $100,528-11.8% | $158,966-44.2% |
| Participation rate | 73.7% | 81.6%-7.9pp | 79.4%-5.7pp | 82.0%-8.3pp |
| Annual return | 11.21% | 34.80%-23.6pp | 30.90%-19.7pp | 302.95%-291.7pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,165 | $6,677-37.6% | $6,271-33.6% | $5,983-30.4% |
| Admin fee / account holder | $543 | $11,000-95.1% | $8,084-93.3% | $11,250-95.2% |