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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 | $30,813 | $199,109-84.5% | $173,730-82.3% | $154,746-80.1% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.6%-8.1pp | 80.7%-9.3pp |
| Annual return | 15.52% | 20.02%-4.5pp | 19.96%-4.4pp | 172.34%-156.8pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,582 | $7,113-35.6% | $6,326-27.6% | $6,730-31.9% |
| Admin fee / account holder | $2,119 | $20,916-89.9% | $17,523-87.9% | $14,365-85.2% |