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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 | $28,900 | $110,248-73.8% | $95,728-69.8% | $139,456-79.3% |
| Participation rate | 81.0% | 75.7%+5.2pp | 72.3%+8.7pp | 80.3%+0.6pp |
| Annual return | 27.47% | 27.16%+0.3pp | 28.40%-0.9pp | 373.45%-346.0pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $15,094 | $4,675+222.8% | $4,245+255.6% | $6,711+124.9% |
| Admin fee / account holder | $7,396 | $6,607+11.9% | $5,673+30.4% | $11,407-35.2% |