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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 | $37,867 | $107,666-64.8% | $102,184-62.9% | $154,746-75.5% |
| Participation rate | 92.3% | 83.7%+8.6pp | 82.6%+9.7pp | 80.7%+11.6pp |
| Annual return | 19.25% | 29.33%-10.1pp | 31.58%-12.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,527 | $8,719-13.7% | $8,309-9.4% | $6,730+11.8% |
| Admin fee / account holder | $2,076 | $12,943-84.0% | $11,609-82.1% | $14,365-85.5% |