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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 | $51,342 | $100,970-49.2% | $96,576-46.8% | $137,256-62.6% |
| Participation rate | 76.2% | 82.6%-6.4pp | 81.4%-5.3pp | 80.0%-3.8pp |
| Annual return | 15.50% | 38.16%-22.7pp | 38.47%-23.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,728 | $8,286+17.4% | $7,956+22.3% | $6,407+51.8% |
| Admin fee / account holder | $10,755 | $11,312-4.9% | $11,381-5.5% | $12,270-12.3% |