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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 | $27,841 | $215,361-87.1% | $171,082-83.7% | $273,972-89.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 2.82% | 25.14%-22.3pp | 32.56%-29.7pp | 41.46%-38.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,431 | $5,543-74.2% | $4,797-70.2% | $5,287-72.9% |
| Admin fee / account holder | $1,725 | $10,846-84.1% | $8,520-79.8% | $10,133-83.0% |