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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 | $107,666-53.9% | $102,184-51.4% | $154,746-67.9% |
| Participation rate | 81.8% | 83.7%-1.9pp | 82.6%-0.8pp | 80.7%+1.1pp |
| Annual return | 14.49% | 29.33%-14.8pp | 31.58%-17.1pp | 172.34%-157.8pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,614 | $8,719+33.2% | $8,309+39.8% | $6,730+72.6% |
| Admin fee / account holder | $5,493 | $12,943-57.6% | $11,609-52.7% | $14,365-61.8% |