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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 | $20,143 | $126,661-84.1% | $113,397-82.2% | $138,895-85.5% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.5%+1.3pp | 79.9%-2.1pp |
| Annual return | 19.92% | 25.05%-5.1pp | 23.20%-3.3pp | 145.39%-125.5pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,989 | $5,693-12.4% | $5,076-1.7% | $6,396-22.0% |
| Admin fee / account holder | $1,715 | $14,549-88.2% | $11,957-85.7% | $12,562-86.4% |