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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 | $27,692 | $136,860-79.8% | $120,344-77.0% | $154,746-82.1% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 18.09% | 21.38%-3.3pp | 20.30%-2.2pp | 172.34%-154.3pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,580 | $5,793-21.0% | $5,135-10.8% | $6,730-32.0% |
| Admin fee / account holder | $2,697 | $15,393-82.5% | $12,742-78.8% | $14,365-81.2% |