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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 | $51,474 | $107,666-52.2% | $102,184-49.6% | $154,746-66.7% |
| Participation rate | 72.7% | 83.7%-11.0pp | 82.6%-9.9pp | 80.7%-8.0pp |
| Annual return | 18.63% | 29.33%-10.7pp | 31.58%-12.9pp | 172.34%-153.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,915 | $8,719+36.7% | $8,309+43.4% | $6,730+77.0% |
| Admin fee / account holder | $2,669 | $12,943-79.4% | $11,609-77.0% | $14,365-81.4% |