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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 | $138,312-80.0% | $122,979-77.5% | $155,188-82.2% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 18.09% | 22.06%-4.0pp | 20.12%-2.0pp | 148.84%-130.8pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,580 | $5,592-18.1% | $5,003-8.5% | $6,531-29.9% |
| Admin fee / account holder | $2,697 | $15,089-82.1% | $12,864-79.0% | $14,480-81.4% |