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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 | $36,261 | $135,905-73.3% | $126,068-71.2% | $198,609-81.7% |
| Participation rate | 83.3% | 85.6%-2.3pp | 84.7%-1.4pp | 82.4%+1.0pp |
| Annual return | 19.31% | 14.07%+5.2pp | 15.01%+4.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,886 | $8,523-19.2% | $8,214-16.2% | $6,977-1.3% |
| Admin fee / account holder | $4,239 | $21,036-79.8% | $18,264-76.8% | $19,030-77.7% |