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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 | $34,443 | $155,555-77.9% | $146,866-76.5% | $155,188-77.8% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.5%-8.8pp | 80.8%-7.1pp |
| Annual return | 19.11% | 115.41%-96.3pp | 102.85%-83.7pp | 148.84%-129.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,752 | $8,044-40.9% | $7,759-38.8% | $6,531-27.2% |
| Admin fee / account holder | $446 | $14,755-97.0% | $13,620-96.7% | $14,480-96.9% |