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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 | $30,810 | $124,213-75.2% | $118,106-73.9% | $154,746-80.1% |
| Participation rate | 75.0% | 83.6%-8.6pp | 81.9%-6.9pp | 80.7%-5.7pp |
| Annual return | 27.56% | 18.29%+9.3pp | 19.44%+8.1pp | 172.34%-144.8pp |
| Employer contribution / active EE | $0 | $4,905-100.0% | $4,698-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,521 | $6,859+82.6% | $6,619+89.2% | $6,730+86.0% |
| Admin fee / account holder | $2,780 | $9,627-71.1% | $8,973-69.0% | $14,365-80.6% |