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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 | $35,167 | $102,609-65.7% | $98,090-64.1% | $138,895-74.7% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 24.33% | 36.44%-12.1pp | 37.05%-12.7pp | 145.39%-121.1pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,089 | $8,167+23.5% | $7,845+28.6% | $6,396+57.7% |
| Admin fee / account holder | $461 | $11,434-96.0% | $11,815-96.1% | $12,562-96.3% |