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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 | $107,666-66.3% | $102,184-64.5% | $154,746-76.6% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.7%+2.6pp |
| Annual return | 19.31% | 29.33%-10.0pp | 31.58%-12.3pp | 172.34%-153.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,886 | $8,719-21.0% | $8,309-17.1% | $6,730+2.3% |
| Admin fee / account holder | $4,239 | $12,943-67.3% | $11,609-63.5% | $14,365-70.5% |