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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 | $55,754 | $113,941-51.1% | $94,229-40.8% | $125,389-55.5% |
| Participation rate | 78.6% | 82.9%-4.3pp | 78.8%-0.2pp | 83.2%-4.6pp |
| Annual return | 3.01% | 5.29%-2.3pp | 10.68%-7.7pp | 282.24%-279.2pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,033 | $5,179+35.8% | $4,320+62.8% | $5,352+31.4% |
| Admin fee / account holder | $455 | $8,392-94.6% | $6,269-92.7% | $9,541-95.2% |