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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 | $27,470 | $107,666-74.5% | $102,184-73.1% | $154,746-82.2% |
| Participation rate | 73.7% | 83.7%-10.0pp | 82.6%-8.9pp | 80.7%-7.0pp |
| Annual return | 14.74% | 29.33%-14.6pp | 31.58%-16.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,706 | $8,719-0.2% | $8,309+4.8% | $6,730+29.4% |
| Admin fee / account holder | $21,199 | $12,943+63.8% | $11,609+82.6% | $14,365+47.6% |