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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 | $49,615 | $135,905-63.5% | $126,068-60.6% | $198,609-75.0% |
| Participation rate | 81.8% | 85.6%-3.8pp | 84.7%-2.9pp | 82.4%-0.6pp |
| Annual return | 14.49% | 14.07%+0.4pp | 15.01%-0.5pp | 202.70%-188.2pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,614 | $8,523+36.3% | $8,214+41.4% | $6,977+66.5% |
| Admin fee / account holder | $5,493 | $21,036-73.9% | $18,264-69.9% | $19,030-71.1% |