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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 | $31,698 | $154,228-79.4% | $145,433-78.2% | $137,256-76.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 16.66% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,332 | $8,216-35.1% | $7,897-32.5% | $6,407-16.8% |
| Admin fee / account holder | $803 | $14,344-94.4% | $13,129-93.9% | $12,270-93.5% |