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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 | $38,951 | $208,088-81.3% | $186,193-79.1% | $154,746-74.8% |
| Participation rate | 80.0% | 80.0%0pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 15.25% | 89.97%-74.7pp | 78.03%-62.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,843 | $7,078-74.0% | $6,513-71.7% | $6,730-72.6% |
| Admin fee / account holder | $9,836 | $11,698-15.9% | $11,058-11.1% | $14,365-31.5% |