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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 | $65,297 | $99,345-34.3% | $84,753-23.0% | $273,972-76.2% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 8.20% | 22.93%-14.7pp | 22.78%-14.6pp | 41.46%-33.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,841 | $4,270+36.8% | $3,712+57.4% | $5,287+10.5% |
| Admin fee / account holder | $6,572 | $6,645-1.1% | $5,333+23.2% | $10,133-35.1% |