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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 | $32,349 | $107,666-70.0% | $102,184-68.3% | $154,746-79.1% |
| Participation rate | 92.3% | 83.7%+8.6pp | 82.6%+9.7pp | 80.7%+11.6pp |
| Annual return | 15.16% | 29.33%-14.2pp | 31.58%-16.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,499 | $8,719+66.3% | $8,309+74.5% | $6,730+115.4% |
| Admin fee / account holder | $7,998 | $12,943-38.2% | $11,609-31.1% | $14,365-44.3% |