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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 | $27,280 | $107,666-74.7% | $102,184-73.3% | $154,746-82.4% |
| Participation rate | 85.7% | 83.7%+2.0pp | 82.6%+3.1pp | 80.7%+5.0pp |
| Annual return | 17.17% | 29.33%-12.2pp | 31.58%-14.4pp | 172.34%-155.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,118 | $8,719+50.5% | $8,309+57.9% | $6,730+94.9% |
| Admin fee / account holder | $7,695 | $12,943-40.5% | $11,609-33.7% | $14,365-46.4% |