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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 | $92,798-66.8% | $96,707-68.1% | $137,256-77.6% |
| Participation rate | 75.0% | 81.6%-6.6pp | 80.4%-5.4pp | 80.0%-5.0pp |
| Annual return | 27.56% | 31.24%-3.7pp | 34.78%-7.2pp | 220.34%-192.8pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,521 | $5,877+113.1% | $5,997+108.8% | $6,407+95.4% |
| Admin fee / account holder | $2,780 | $7,946-65.0% | $7,503-62.9% | $12,270-77.3% |