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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 | $36,436 | $102,609-64.5% | $98,090-62.9% | $138,895-73.8% |
| Participation rate | 80.0% | 82.8%-2.8pp | 81.5%-1.5pp | 79.9%+0.1pp |
| Annual return | 15.23% | 36.44%-21.2pp | 37.05%-21.8pp | 145.39%-130.2pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,448 | $8,167-8.8% | $7,845-5.1% | $6,396+16.4% |
| Admin fee / account holder | $3,723 | $11,434-67.4% | $11,815-68.5% | $12,562-70.4% |