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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 | $32,139 | $97,289-67.0% | $92,805-65.4% | $155,188-79.3% |
| Participation rate | 75.0% | 84.2%-9.2pp | 83.5%-8.5pp | 80.8%-5.8pp |
| Annual return | 19.73% | 29.03%-9.3pp | 31.59%-11.9pp | 148.84%-129.1pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,864 | $8,795+34.9% | $8,448+40.4% | $6,531+81.7% |
| Admin fee / account holder | $16,849 | $12,015+40.2% | $10,911+54.4% | $14,480+16.4% |