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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 | $35,165 | $107,666-67.3% | $102,184-65.6% | $154,746-77.3% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.7%-0.7pp |
| Annual return | 12.48% | 29.33%-16.9pp | 31.58%-19.1pp | 172.34%-159.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,739 | $8,719+69.0% | $8,309+77.4% | $6,730+119.0% |
| Admin fee / account holder | $3,875 | $12,943-70.1% | $11,609-66.6% | $14,365-73.0% |