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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 | $123,898-75.1% | $116,538-73.6% | $155,188-80.1% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.8%-5.8pp |
| Annual return | 27.56% | 16.04%+11.5pp | 17.97%+9.6pp | 148.84%-121.3pp |
| Employer contribution / active EE | $0 | $4,739-100.0% | $4,541-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,521 | $6,400+95.6% | $6,207+101.7% | $6,531+91.7% |
| Admin fee / account holder | $2,780 | $9,174-69.7% | $8,737-68.2% | $14,480-80.8% |