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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 | $31,776 | $117,846-73.0% | $102,434-69.0% | $145,884-78.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 12.16% | 31.90%-19.7pp | 29.46%-17.3pp | 551.85%-539.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,975 | $5,733-13.2% | $5,055-1.6% | $6,690-25.6% |
| Admin fee / account holder | $706 | $13,356-94.7% | $9,462-92.5% | $13,392-94.7% |