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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 | $97,289-63.9% | $92,805-62.1% | $155,188-77.3% |
| Participation rate | 80.0% | 84.2%-4.2pp | 83.5%-3.5pp | 80.8%-0.8pp |
| Annual return | 12.48% | 29.03%-16.6pp | 31.59%-19.1pp | 148.84%-136.4pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,739 | $8,795+67.6% | $8,448+74.5% | $6,531+125.7% |
| Admin fee / account holder | $3,875 | $12,015-67.7% | $10,911-64.5% | $14,480-73.2% |